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Fiduciary Assistant Jobs (NOW HIRING)

Peak Trust Company

Administrative Assistant

Anchorage, AK · On-site

$18.50 - $24.75/hr

Fiduciary Assistant Location: Anchorage, AK Employment Type: Full-Time, In Office Reports To: Fiduciary Team Manager Overview Peak Trust Company is looking for a detail-oriented, dependable, and ...

Peak Trust Company

Administrative Assistant

Anchorage, AK · On-site

$18.50 - $24.75/hr

Fiduciary Assistant Location: Anchorage, AK Employment Type: Full-Time, In Office Reports To: Fiduciary Team Manager Overview Peak Trust Company is looking for a detail-oriented, dependable, and ...

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 · 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 ...

Maricopa

Fiduciary Field Assistant

Phoenix, AZ · On-site

$20.25 - $32.50/hr

The Fiduciary Field Assistant interacts with vulnerable clients who depend on the Public Fiduciary department to ensure they have safe living arrangements and that their property is secure. About Us ...

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

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 ...

Page Group

Probate Fiduciary Accountant

Naples, FL · On-site

$80K - $100K/yr

The Probate Fiduciary Accountant will manage probate and fiduciary accounting tasks, ensuring ... Assist gathering asset and debt information for trusts and estates Organize and maintain ...

QCR Holdings, Inc.

Senior Fiduciary Advisor

Moline, IL

$105K/yr

Utilize financial planning process to meet the needs of trust beneficiaries pursuant to the standards provided for in the governing documents. * Assist staff with fiduciary discretion and review of ...

QCR Holdings, Inc.

Senior Fiduciary Advisor

Moline, IL · On-site

$105K/yr

Utilize financial planning process to meet the needs of trust beneficiaries pursuant to the standards provided for in the governing documents. * Assist staff with fiduciary discretion and review of ...

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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 Aug 16, 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 fiduciary assistant do?

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?

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.
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What are the most commonly searched types of Fiduciary jobs?

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What states have the most Fiduciary Assistant jobs?

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Fiduciary Assistant jobs near you
Infographic showing various Fiduciary Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $56,078 per year, or $27 per hour.

Administrative Assistant

Peak Trust Company

Anchorage, AK • On-site

$18.50 - $24.75/hr

Full-time

Re-posted 3 days ago

Job description

Fiduciary Assistant
Location: Anchorage, AK
Employment Type: Full-Time, In Office
Reports To: Fiduciary Team Manager
Overview
Peak Trust Company is looking for a detail-oriented, dependable, and proactive Fiduciary Assistant to join our team. This is an entry-level opportunity for someone who enjoys staying organized, supporting others, and learning new things while managing a variety of responsibilities.
As a Fiduciary Assistant, you will work closely with Fiduciary Officers and other team members to support the day-to-day administration of client accounts. You do not need prior trust experience—we are looking for someone who is eager to learn, takes pride in doing things accurately, communicates well, and knows how to keep work moving forward.
This role provides an opportunity to develop a strong foundation in trust administration while gaining experience that can lead to continued growth within Peak.
What You’ll Do
  • Provide administrative and account support to Fiduciary Officers and other team members, helping keep day-to-day client needs and requests moving forward.
  • Maintain accurate and organized client records, documentation, correspondence, and account information within company systems.
  • Support the opening, ongoing administration, and closing of client accounts by gathering documentation, completing administrative tasks, and coordinating next steps.
  • Communicate professionally with clients, attorneys, advisors, and internal teams while coordinating routine requests, follow-up, and documentation needs.
  • Work collaboratively with Operations and other departments to ensure account-related tasks and requests are completed accurately and timely.
  • Manage assigned responsibilities with strong follow-through, recognize when additional guidance is needed, and provide support on team projects and priorities as needed.
What We're Looking For
  • Strong organization and attention to detail.
  • Professional written and verbal communication skills.
  • Ability to manage multiple priorities and follow tasks through to completion.
  • A proactive approach to identifying what needs to be done and taking appropriate action.
  • Sound judgment and willingness to ask questions or seek guidance when needed.
  • Ability to learn new systems, processes, and terminology.
  • Collaborative mindset and willingness to support the team where needed.
  • Professionalism and discretion when handling confidential information.
  • Genuine interest in providing excellent service to clients and coworkers.
Prior experience in trust administration, financial services, banking, legal services, or professional administrative support is helpful but not required. We are willing to train the right person.
What Success Looks Like
You are someone the team can depend on to keep things organized, follow through, and communicate when something needs attention. You take ownership of your responsibilities without needing constant direction while recognizing when a decision needs to be escalated.
As you grow in the role, you will develop a foundational understanding of trusts, fiduciary administration, and the systems and processes used to support our clients.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do—with our clients, our partners, and our team. We believe our people are our most valuable asset and are committed to creating an environment where employees can learn, contribute, and continue to grow professionally.
We value integrity, collaboration, thoughtful communication, and people who take pride in how they show up for their team and our clients. We also recognize the importance of work-life balance and offer a competitive benefits package designed to support our employees.
EEO Statement
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, or any other status protected by applicable law.
Peak complies with applicable federal, state, and local laws governing nondiscrimination in employment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Employment at Peak Trust Company is at-will. An at-will employment relationship may be terminated at any time, with or without reason or notice, by either the employer or the employee.
Ready to Grow With Us?
If you're organized, dependable, eager to learn, and enjoy being part of a collaborative team, we'd love to hear from you. Submit your application and resume to be considered.

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