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Fiduciary Assistant Jobs (NOW HIRING)

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

The Fiduciary Manager will serve as a role model and mentor to the Trust Officers & Trust Assistants within the team. * The Fiduciary Manager will serve as a resource for other areas of the Bank with ...

Boston Private

Fiduciary Manager

San Mateo, CA

The Fiduciary Manager will serve as a role model and mentor to the Trust Officers & Trust Assistants within the team. * The Fiduciary Manager will serve as a resource for other areas of the Bank with ...

JRG Partners

Fiduciary Accountant

Naples, FL · On-site

$160K/yr

Stay current on tax laws, estate and trust regulations, and fiduciary accounting standards. * Assist in developing best practices and improving internal accounting procedures. Qualifications:

Katten

Fiduciary Accountant

Chicago, IL · On-site

Fiduciary Accountant The Fiduciary Accountant is responsible for handling all aspects of trust and ... This position entails supervision of and coordination of work with employees who assist with the ...

Katten

Fiduciary Accountant

Chicago, IL · On-site

Fiduciary Accountant The Fiduciary Accountant is responsible for handling all aspects of trust and ... This position entails supervision of and coordination of work with employees who assist with the ...

Renasant Bank

Fiduciary Solutions Specialist

Birmingham, AL · On-site

$20.25 - $26.75/hr

The Fiduciary Solutions Specialist will oversee activities to assist Private Client Bankers and Financial Advisors to become knowledgeable and obtain an internal accreditation about trust and ...

Peak Trust Company

Operations Assistant

Anchorage, AK · On-site

Chief Fiduciary Operations Manager Employment Type: Full-time, in office, not a remote position Overview: We're looking for an enthusiastic, professional Operations Assistant to join our team! As an ...

Peak Trust Company

Operations Assistant

Anchorage, AK · On-site

Chief Fiduciary Operations Manager Employment Type: Full-time, in office, not a remote position Overview: We're looking for an enthusiastic, professional Operations Assistant to join our team! As an ...

BNY

Vice President, Fiduciary

Pittsburgh, PA · On-site

May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to ...

BNY

Vice President, Fiduciary

Pittsburgh, PA · On-site

May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to ...

BNY

Vice President, Fiduciary

Pittsburgh, PA · On-site

May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to ...

BNY Mellon

Vice President, Fiduciary

Pittsburgh, PA · On-site

May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to ...

BNY

Vice President, Fiduciary

Pittsburgh, PA · On-site

May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to ...

BNY

Vice President, Fiduciary

Pittsburgh, PA

May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to ...

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Fiduciary Assistant information

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$10

$26

$65

How much do fiduciary assistant jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for fiduciary assistant in the United States is $26.96, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $25.48 per hour, depending on experience, location, and employer.

What is the difference between Fiduciary Assistant vs Financial Advisor?

AspectFiduciary AssistantFinancial Advisor
CredentialsTypically no specific certifications required; may have administrative or financial support certificationsOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentSupports financial professionals in offices, assisting with client documentation and administrative tasksProvides financial planning and investment advice directly to clients
Employer & Industry UsageUsed by financial firms, wealth management companies, and advisory practicesEmployed by financial planning firms, banks, or independently as licensed professionals
Search & Comparison IntentPeople compare to understand support roles in financePeople compare to understand advisory and planning services

The main difference is that a Fiduciary Assistant primarily provides administrative and support functions within a financial firm, while a Financial Advisor actively offers personalized financial planning and investment advice to clients. The roles often overlap in industry and work environment, but their responsibilities and credentials differ significantly.

What is a Fiduciary Assistant?

A Fiduciary Assistant is a professional who supports fiduciaries, such as trustees or estate administrators, in managing trusts, estates, and other fiduciary accounts. Their duties often include preparing documents, maintaining records, processing transactions, and communicating with clients and beneficiaries. They help ensure that all activities comply with legal and regulatory requirements, and they assist in the smooth administration of fiduciary responsibilities. This role requires strong organizational skills, attention to detail, and knowledge of financial and legal processes related to trusts and estates.

What does a typical day look like for a Fiduciary Assistant, and how do they interact with other team members?

A typical day for a Fiduciary Assistant involves supporting trust officers or fiduciary managers by preparing documents, maintaining account records, and assisting with client communications. They often coordinate with legal, tax, and investment professionals to ensure the accurate administration of trusts and estates. Regular tasks may include scheduling meetings, processing disbursements, and updating compliance documentation. Collaboration and strong organizational skills are key, as Fiduciary Assistants frequently liaise between clients and internal departments to ensure smooth operations.

What are the key skills and qualifications needed to thrive as a Fiduciary Assistant, and why are they important?

To excel as a Fiduciary Assistant, you typically need a strong understanding of estate planning, trust administration, and financial documentation, often supported by a degree in finance, business, or a related field. Familiarity with trust accounting software, document management systems, and relevant legal or financial certifications (such as CFP or CTFA) is highly valuable. Attention to detail, discretion, and excellent organizational and communication skills help you manage sensitive client information and complex transactions effectively. These competencies are crucial for ensuring compliance, maintaining client trust, and supporting smooth fiduciary operations.
More about Fiduciary Assistant jobs
What cities are hiring for Fiduciary Assistant jobs? Cities with the most Fiduciary Assistant job openings:
What are the most commonly searched types of Fiduciary jobs? The most popular types of Fiduciary jobs are:
What states have the most Fiduciary Assistant jobs? States with the most job openings for Fiduciary Assistant jobs include:
What job categories do people searching Fiduciary Assistant jobs look for? The top searched job categories for Fiduciary Assistant jobs are:
Fiduciary Assistant jobs near you
Infographic showing various Fiduciary Assistant job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 100% In-person job distribution, with an average salary of $56,078 per year, or $27 per hour.
Fiduciary Manager

Fiduciary Manager

Boston Private

San Mateo, CA • On-site

Full-time

Posted 20 days ago

Job description

Company Description
Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered in Boston, we serve clients from our offices located in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm Beach.
We're committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often interconnected.
As wealth creators, our clients value having one trusted resource that can help them address all of their wealth management, trust, and private banking needs.
Job Description
Reporting to the National Director of Trust & Fiduciary Services, the Fiduciary Manager will take a leadership role as a "Player / Coach" in training and developing T&FS staff as well as overseeing and managing all aspects of Trust relationship administration under the supervision of the National
Director of Trust & Fiduciary Services and/or Chief Fiduciary Officer; including identifying and assisting in the opening of new business, administration, and closing of trusts as helpful and required.
Qualifications
  • The Fiduciary Manager will serve in a supervisory capacity - managing,
    training and developing a regional team of Trust Officers while fostering a
    strong team oriented, positive culture.
  • The Fiduciary Manager will also be the regional liaison with Boston
    Private Wealth and will be responsible for building a strong relationship
    between Trust Officers and Client Advisors. In this regard, may have a
    reporting line (dotted) to regional head of the Wealth business.
  • The Fiduciary Manager will engage the local estate and financial
    planning communities to ensure favorable visibility of the Bank and its trust and
    fiduciary capabilities.
  • The Fiduciary Manager will manage a portfolio of trust relationships
    including all aspects of opening, administering, and closing of trust and
    fiduciary business.
  • The Fiduciary Manager will serve as a role model and mentor to the
    Trust Officers & Trust Assistants within the team.
  • The Fiduciary Manager will serve as a resource for other areas of the
    Bank with regard to Trust & Fiduciary issues as they may arise and may be
    called upon to assist with Bank and Trust & Fiduciary Services marketing
    efforts, including articles and presentations.
  • The Fiduciary Manager will understand the nuances of the discretionary
    review process and participate in such evaluations.
  • The Fiduciary Manager will complete all necessary regulatory reporting
    regarding accounts including but not limited to Initial and Annual
    Administrative and Investment Review monitoring.
  • The Fiduciary Manager will be responsible for identifying and reporting
    compliance / risk-related matters to the National Director and Chief Fiduciary
    Officer within Trust & Fiduciary Services as well as assisting with the
    management and mitigation of risk. This should include potential and actual
    complaints, threatened and actual claims of litigation.
  • The Fiduciary Manager will identify and escalate opportunities for
    process improvement.
  • The Fiduciary Manager will engage the Sales Professionals and
    Assistants to assist in the evaluation and acceptance of new business.
  • Effectively
    represents the firm at internal and external industry events
  • Personal compliance
    with all industry rules and regulations and firm policies
  • Other duties as
    assigned

Minimum Qualifications:
  • Bachelor's degree from an accredited
    college or university required.
  • Graduate work including J.D. and LLM or
    similar preferred.
  • Additional educational certifications
    such as CFP®, CTFA preferred.
  • At least 10 years of experience working
    directly with settlors and beneficiaries on trust matters.
  • At least 5 years of experience managing
    a team of Trust & Estate professionals
    including demonstrated ability to delegate, develop and effectively
    problem solve
  • Deep understanding of the role of
    fiduciaries and delivery of trust and fiduciary services.
  • Ability to travel for client meetings
  • Demonstrated interpersonal skills
    suggesting ability to enhance the Bank's Trust business-both internally
    and externally.

Additional Information
All your information will be kept confidential according to EEO guidelines.

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