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$10

$26

$65

How much do fiduciary assistant jobs pay per hour?

As of Jul 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 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
Litigation Legal Administrative Assistant (Fiduciary Litigation)

Litigation Legal Administrative Assistant (Fiduciary Litigation)

Jackson Walker LLP

Houston, TX • On-site

Full-time

Posted 15 days ago

Job description

Please note that Jackson Walker is not currently accepting search firm submissions in connection with this opening.
Litigation Legal Administrative Assistant
Department: Litigation - Fiduciary
Reports To: Office Manager
Location: Houston
FLSA: Non-Exempt
POSITION SUMMARY:
Jackson Walker, the largest law firm in Texas, has an exciting full-time employment opportunity for a Litigation Legal Administrative Assistant (LAA) in our Houston office.The Litigation Legal Administrative Assistant provides high-level administrative and litigation-specific support (fiduciary) to attorneys and practice teams. This role maintains positive contact with clients, court personnel, attorneys, and support staff and observes strict confidentiality of client, personnel, and firm matters.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Prepare, proofread, and format legal documents such as pleadings, correspondence, memoranda, and exhibits.
  • Perform e-filings in state and federal courts and maintain filing confirmations.
  • Maintain and organize electronic files in the appropriate iManage folder.
  • Establish and monitor calendaring of litigation deadlines and key dates.
  • Open new matters and submit conflicts of interest requests.
  • Enter billable time for attorneys and assist with revisions to pre-bills.
  • Coordinate closely with billing managers and accounts payable personnel regarding client-specific rate agreements and vendor invoices.
  • Prepare client-requested estimates and support monthly billing processes.
  • Coordinate travel arrangements, meetings, depositions, and trial preparation logistics.
  • Update pleading notebooks, indices, and case files as needed.
  • Proofread documents to ensure accuracy, completeness, and compliance with court rules.
  • Provide overflow assistance and perform other administrative and secretarial duties as requested.

QUALIFICATIONS:
  • High school diploma or GED required.
  • Bachelor's degree preferred.
  • Minimum of 5 years' administrative experience supporting Litigation attorneys in a law office.
  • Proficient knowledge of legal document formatting, including table of contents, table of authorities, styles, track changes, and PDF editing and conversion.
  • Strong computer proficiency in MS Office (Word, Excel, PowerPoint, and Outlook).
  • Experience working with a document management system (iManage experience a plus).
  • Experience with time entry systems, e-Filing platforms, file opening, and conflict checks.
  • General familiarity with court systems and litigation workflow.
  • Excellent organizational and communication skills; ability to work independently and as a team member; strong prioritization, attention to detail, and ability to meet deadlines in a fast-paced environment.
  • Strong interpersonal skills and ability to handle confidential information appropriately.

WORK CONDITIONS:
This position operates in a professional office environment with standard office equipment and minimal exposure
to excessive noise or temperature fluctuations. Regular full-time in-office attendance is an essential function of
the role. Occasional unscheduled overtime may be required to meet business needs.
We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, veteran status, sexual orientation, gender identity, pregnancy, genetic information, or any other characteristic protected by applicable federal, state, or local law and will not be discriminated against on the basis of disability. It is our intention that all qualified applicants are given equal opportunity and that employment decisions be based on job-related factors.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.
If you require a reasonable accommodation to complete the application or interview process, please contact us at BusinessProfessionalRecruiting@jw.com

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