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Fiduciary Officer Jobs (NOW HIRING)

First Mid

Senior Fiduciary Officer

Peoria, IL · On-site

$95K - $130K/yr

Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of ... Cross-sell Trust Services with officers in charge of other First Mid business lines. * Represent ...

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

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 ...

Bangor Savings Bank

Fiduciary Tax Manager

Bangor, ME · On-site

$90 - $130/hr

Under the direction of the Senior Fiduciary Officer, the Fiduciary Tax Officer is responsible for overseeing the tax-related aspects of fiduciary account administration, including trusts, estates ...

BitGo

Director of Trust Administration

Sioux Falls, SD · On-site

Serve as a designated fiduciary officer in accordance with OCC requirements and trust company charter * Exercise fiduciary authority and responsibility for client accounts, ensuring adherence to ...

Busey

Fiduciary Advisor II

Glenview, IL · On-site

$104K - $128K/yr

Escalate issues to the Director of Fiduciary Services and Compliance/Fiduciary Officer as appropriate. Education & Experience Knowledge of: * Strong oral and written communication skills * Strong ...

BitGo

Director of Trust Administration

Sioux Falls, SD · On-site

Serve as a designated fiduciary officer in accordance with OCC requirements and trust company charter * Exercise fiduciary authority and responsibility for client accounts, ensuring adherence to ...

Busey Bank

Fiduciary Advisor II

Glenview, IL · On-site

$104K - $128K/yr

Escalate issues to the Director of Fiduciary Services and Compliance/Fiduciary Officer as appropriate. Education & Experience Knowledge of: * Strong oral and written communication skills * Strong ...

Neara

Head of Trust

Manhattan, NY · On-site

$240 - $260/hr

The role Lorum National Trust Bank is standing up a trust and fiduciary business, and we need the person to lead it as our most senior fiduciary officer. This is a founding hire: you'll build a trust ...

Flourish Ventures

Head of Trust

Manhattan, NY · On-site

$250 - $450/hr

The role Lorum National Trust Bank is standing up a trust and fiduciary business, and we need the person to lead it as our most senior fiduciary officer. This is a founding hire: you'll build a trust ...

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Fiduciary Officer information

See salary details

$39.5K

$87.7K

$123K

How much do fiduciary officer jobs pay per year?

As of Aug 13, 2026, the average yearly pay for fiduciary officer in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What are some common challenges a fiduciary officer might face when managing client trusts and estates?

Fiduciary Officers often encounter challenges such as resolving complex family dynamics, interpreting trust documents with ambiguous language, and balancing the interests of multiple beneficiaries. Additionally, staying compliant with evolving regulations and ensuring accurate record-keeping are essential yet demanding parts of the role. Successful Fiduciary Officers use strong communication and organizational skills to navigate these situations while maintaining professionalism and building trust with clients and colleagues.

What are the key skills and qualifications needed to thrive as a fiduciary officer?

To thrive as a Fiduciary Officer, you need a solid understanding of trust and estate administration, financial regulations, and risk management, usually supported by a bachelor’s degree in finance, law, or a related field. Familiarity with trust accounting software, wealth management platforms, and relevant certifications such as Certified Trust and Fiduciary Advisor (CTFA) are commonly required. Strong interpersonal skills, attention to detail, and ethical judgment help build client trust and manage sensitive information effectively. These skills are crucial for ensuring regulatory compliance, safeguarding client assets, and delivering exceptional fiduciary services.

What is a fiduciary officer?

A fiduciary officer is a financial professional responsible for managing assets and overseeing accounts held in trust, such as estates, trusts, or guardianships. Their primary role is to act in the best interests of clients or beneficiaries, ensuring all actions comply with legal, ethical, and regulatory standards. They often work for banks, trust companies, or legal firms, administering trusts, settling estates, and ensuring proper management and distribution of assets according to the terms of the trust or will. Fiduciary officers must maintain impartiality, confidentiality, and a high degree of integrity in all dealings.

What is the difference between Fiduciary Officer vs Financial Advisor?

AspectFiduciary OfficerFinancial Advisor
CredentialsCertifications like CFP, CFA, or fiduciary-specific licensesCFP, ChFC, or other financial planning certifications
Work EnvironmentBanking, trust companies, or financial institutions managing client assetsIndependent or firm-based advising clients on investments and planning
Employer & IndustryFinancial institutions, trust companies, banksFinancial planning firms, banks, or independent practices
Search & Comparison IntentUnderstanding fiduciary responsibilities and rolesSeeking investment advice and financial planning services

Fiduciary Officers primarily work within financial institutions managing client assets with a fiduciary duty, focusing on trust and compliance. Financial Advisors provide personalized investment and financial planning advice, often working independently or within firms. While both roles require similar certifications and serve clients in the financial industry, their work environments and responsibilities differ significantly.

More about Fiduciary Officer jobs
What states have the most Fiduciary Officer jobs? States with the most job openings for Fiduciary Officer jobs include:
What job categories do people searching Fiduciary Officer jobs look for? The top searched job categories for Fiduciary Officer jobs are:
Fiduciary Officer jobs near you
Infographic showing various Fiduciary Officer job openings in the United States as of August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Senior Fiduciary Officer

First Mid Bank and Trust

Edwardsville, IL • On-site

$95K - $130K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
Lead the trust administration function of the Trust Services business line. Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of assigned trust administration staff. Administer assigned book of trust business.
Responsibilities include, but are not limited to:
  • Supervise the administration and sales activities of trust administration staff.
  • Serve as lead subject matter expert for fiduciary activities.
  • Perform all duties for assigned accounts where First Mid serves as: estate administrator, trustee, co-trustee, guardian, conservator, and agent.
  • Build customer satisfaction at First Mid.
  • Cross-sell Trust Services with officers in charge of other First Mid business lines.
  • Represent First Mid and provide leadership in key community activities and committees.
  • Participate in professional associations, attend conventions, conferences, and seminars.
  • Build relationships with potential referral sources.
  • Meet with staff regularly (both 1:1 and in group meetings). Establish regular coaching opportunities with direct reports to review goals and highlight further personal development.
  • Select, train, supervise, and evaluate trust administration staff to enhance individual productivity and enable them to function according to their respective job description.
  • Complete required training associated with job function.
  • Perform other duties as assigned.

Qualifications
Education/Experience:
  • J.D. and/or CTFA required.
  • Bachelor's degree in Finance or Business Administration or the equivalent of 15 years of fiduciary administration, trust operations or investment experience including a minimum of five years managing trust administrators and support staff.
  • Periodic continuing education related to job-specific functions.

Skills:
  • Thorough knowledge of Company's products and services.
  • Demonstrated Leadership Capacity
  • High level of analytical skills to conduct trust/investment account analysis and maintain account's progress in consideration of market trends, interest rates, economic conditions, and other factors.
  • High level of interpersonal skills to interact with customers and potential customers in a professional manner.
  • Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment.

Total Rewards:
  • Competitive health, dental & vision coverage with HSA match
  • 401(k) with employer match + Employee Stock Purchase Plan
  • Generous PTO, paid holidays & parental leave
  • Tuition reimbursement & performance-based bonuses
  • Visit our Total Rewards page to see our full list of benefits

First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
#LI-POST
Pay Range: $95,000 - $130,000 per year

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