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Fiduciary Assistant Jobs (NOW HIRING)

BNY

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

Mohave County

Public Fiduciary Director

Kingman, AZ · On-site

$95K - $104K/yr

The Public Fiduciary exercises considerable independent judgment and works closely with the courts ... Assist the community and court-appointed family conservators with resources and compliance ...

BNY

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

BNY

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

BNY

Senior Vice President, Fiduciary

Newport Beach, CA · On-site

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

BNY

May assist a more Fiduciary staff on complex accounts to gain breadth/depth of knowledge. In some instances, this role may be focused on Estate settlements. Specific knowledge as to the settlement 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 Sep 5, 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 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.

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.

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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, 75% Full Time, 21% 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.

Fiduciary Specialist, Foundations & Institutional Advisors

Northern Trust

Chicago, IL • On-site

$114K - $194K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Job Summary
The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM FIA) manages fiduciary and agency client relationships and delivers high quality fiduciary services. Partner assumes primary responsibility for overall client satisfaction as the Fiduciary Specialist by collaborating with the Client Advisor team and utilizing appropriate Northern Trust (NT) resources to ensure timely delivery of high quality fiduciary service, issue resolution, onboarding assistance, effective communication of client needs to partners, development of advisory relationship with client, training needs, and ad hoc risk related projects. Partner helps manage fiduciary relationships, considering fiduciary duties, client needs and internal procedures, as well as serving as Fiduciary Specialist in the background for fiduciary accounts not assigned to a Fiduciary Specialist.
Duties and Responsibilities
  • Manages assigned account base of WM FIA clients by working with clients and their professional advisors to develop a thorough understanding of the client's needs and goals. Exhibits knowledge of governing documents and account agreements. Exhibits clear knowledge of fiduciary duties and applicable laws and oversight.
  • Provides proactive advice to clients on NT's products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology.
  • Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
  • Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
  • Builds and maintains knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.
  • Commands a strong understanding of and experience with tax-exempt entities.
  • Participates in forums with other fiduciary specialists in Wealth Management.
  • Teaches, mentors and supports less experienced partners with less fiduciary knowledge. Advises FIA Client Advisors on fiduciary issues. Maintains and delivers training programs set forward by FIA and supported by Fiduciary Risk.
  • Assist with other fiduciary related projects and requests as needed.
  • Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
  • Seeks continued development of fiduciary and advisory skills through training and experience.
  • Exercises judgment based on the analysis of multiple sources of information.
Necessary Knowledge and Skills
  • Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts with a focus on institutional clients.
  • Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
  • Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts.
  • Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
  • Ability to explain difficult or sensitive information; ability to work to build consensus.
Necessary Experience and Education
  • College or university degree and/or relevant proven work experience
  • 7-10 years' experience in fiduciary servicing or related fields
  • Ample experience with foundations and charitable entities/institutional trusts is strongly preferred
  • JD is preferred with solid experience in administering institutional trusts
Salary Range:
$114,500 - 194,700 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com , or alternatively you can discuss your individual requirements with the recruiter you are working with.

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