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Fiduciary Assistant Jobs (NOW HIRING)

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 ...

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 ...

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

Senior Specialist, Fiduciary

Philadelphia, PA

Senior Associate, Fiduciary At BNY, our culture allows us to run our company better and enables ... May assist a more senior staff on complex accounts to gain breadth/depth of knowledge. In some ...

BNY

Senior Specialist, Fiduciary

Philadelphia, PA

Senior Associate, Fiduciary At BNY, our culture allows us to run our company better and enables ... May assist a more senior staff on complex accounts to gain breadth/depth of knowledge. In some ...

Vaco LLC

Fiduciary Tax Accountant

Boston, MA

Monitor changes in tax laws and regulations affecting fiduciary entities and advise stakeholders accordingly. Assist with IRS and state tax audits and correspondence. Provide support in the valuation ...

Vaco LLC

Fiduciary Tax Accountant

Boston, MA

Monitor changes in tax laws and regulations affecting fiduciary entities and advise stakeholders accordingly. Assist with IRS and state tax audits and correspondence. Provide support in the valuation ...

Vaco LLC

Fiduciary Tax Accountant

Boston, MA

Monitor changes in tax laws and regulations affecting fiduciary entities and advise stakeholders accordingly. Assist with IRS and state tax audits and correspondence. Provide support in the valuation ...

Vaco LLC

Fiduciary Tax Accountant

Chelsea, MA

Monitor changes in tax laws and regulations affecting fiduciary entities and advise stakeholders accordingly. Assist with IRS and state tax audits and correspondence. Provide support in the valuation ...

BNY

Senior Specialist, Fiduciary

Philadelphia, PA

Senior Associate, Fiduciary At BNY, our culture allows us to run our company better and enables ... May assist a more senior staff on complex accounts to gain breadth/depth of knowledge. In some ...

Vaco LLC

Fiduciary Tax Accountant

Boston, MA

Monitor changes in tax laws and regulations affecting fiduciary entities and advise stakeholders accordingly. Assist with IRS and state tax audits and correspondence. Provide support in the valuation ...

Busey

Fiduciary Advisor Specialist

Peoria, IL · On-site

$24.27 - $29.73/hr

Through direct support of Fiduciary Advisors, the Fiduciary Advisor Specialist may also assist in developing new relationships through prospecting and building community networks * Onboard new ...

BNY

Senior Specialist, Fiduciary

Philadelphia, PA

Senior Associate, Fiduciary At BNY, our culture allows us to run our company better and enables ... May assist a more senior staff on complex accounts to gain breadth/depth of knowledge. In some ...

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Fiduciary Assistant information

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How much do fiduciary assistant jobs pay per hour?

As of Jun 9, 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 May 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, 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.
Operations Assistant- NV

Operations Assistant- NV

Peak Trust Company

Las Vegas, NV • On-site

Full-time

Posted 24 days ago

Job description

Operations Assistant
Location: Las Vegas, Nevada
Reports to: 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 Operations Assistant you’ll play a crucial role supporting the Operations team with many different banking back-office tasks. The Operations Assistant will also routinely work in collaboration with Fiduciary Assistants and others on the Fiduciary Administration team during the course of a normal day. The perfect candidate will be accurate, precise, detail-oriented, proactive, engaged, professional with strong interpersonal skills and have the ability to prioritize and use sound judgement. Job seekers should take pride in their work, be passionate about helping others, and have an interest in growing with our organization. 
Key Responsibilities:
  • Open accounts on back office system, and maintain assets in client accounts accurately and in a timely manner.
  • Conduct daily reconciliation to ensure accuracy and completeness of financial records.
  • Generate and process client statements within the expected timeline.
  • Assist clients with online access support.
  • Support the entire team with a comprehensive understanding of fiduciary accounting systems.
  • Identify and implement efficiencies in daily processes to enhance productivity.
  • Communicate professionally and considerately with internal and external contacts.
  • Participate in projects and ongoing improvements for the Operations department.
Qualifications:
  • 2+ years of experience in financial services, operations, or a related field.
  • Understanding of accounting systems and principles such as income and principal.
  • Attention to detail and accuracy in record-keeping.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong communication skills, both written and verbal.
  • Ability to prioritize tasks and meet deadlines effectively.

Why Work For Peak Trust Company:
We are an independent trust company dedicated to the well-being of our team members. Our commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.
Our pursuit is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continuous education and personal growth of our team is paramount, as it fuels our collective success.
We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.
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 or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
How To Apply:
Submit your application and resume to apply for this job.
 

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