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First Trust Jobs (NOW HIRING)

Capital First Trust Company

Trust Officer

Milwaukee, WI · On-site

$75K - $115K/yr

Trust Officer - Settlement Responsible for the day-to-day administration of a diverse portfolio of trust accounts, including settlement, special needs, SAM, directed, and court-supervised trusts ...

Capital First Trust Company

Trust Officer

Milwaukee, WI · On-site

$75K - $90K/yr

Trust Officer - Settlement Responsible for the day-to-day administration of a diverse portfolio of trust accounts, including settlement, special needs, SAM, directed, and court-supervised trusts ...

Drive Family First

Sales Consultant

Elk Grove, CA · On-site

At Drive Family First, we believe the road to success starts with people, not pressure. We're a family-owned business built on trust, integrity, and a deep commitment to our community. We're more ...

Drive Family First

Sales Consultant

Elk Grove, CA · On-site

At Drive Family First, we believe the road to success starts with people, not pressure. We're a family-owned business built on trust, integrity, and a deep commitment to our community. We're more ...

Drive Family First

Sales Consultant

Elk Grove, CA · On-site

At Drive Family First, we believe the road to success starts with people, not pressure. We're a family-owned business built on trust, integrity, and a deep commitment to our community. We're more ...

Drive Family First

Sales Consultant

Elk Grove, CA

At Drive Family First, we believe the road to success starts with people, not pressure. We're a family-owned business built on trust, integrity, and a deep commitment to our community. We're more ...

First Western

Trust Officer

Jackson, WY · On-site

$85K - $110K/yr

Trust Officer Location : Jackson, Wyoming (In-Office) Job Type : Full-Time Exempt Salary Range ... You bring a thoughtful, client-first mindset and enjoy partnering with high-net-worth individuals ...

First Western

Trust Officer

Jackson, WY · On-site

$85K - $110K/yr

Trust Officer Location : Jackson, Wyoming (In-Office) Job Type : Full-Time Exempt Salary Range ... You bring a thoughtful, client-first mindset and enjoy partnering with high-net-worth individuals ...

First Western

Trust Officer

Jackson, WY

$85K - $110K/yr

Trust Officer Location : Jackson, Wyoming (In-Office) Job Type : Full-Time Exempt Salary Range ... You bring a thoughtful, client-first mindset and enjoy partnering with high-net-worth individuals ...

The Gardner School

Lead Teacher

Chelmsford, MA · On-site

$21.25 - $26.25/hr

Children First, Trust, Innovation, and Making a Difference What You'll Do As a Lead Teacher: * Lead and inspire your classroom with creativity, care, and excellence * Mentor assistant teachers and ...

The Gardner School

Lead Teacher

Chelmsford, MA

$21.25 - $26.25/hr

Children First, Trust, Innovation, and Making a Difference What You'll Do As a Lead Teacher: * Lead and inspire your classroom with creativity, care, and excellence * Mentor assistant teachers and ...

First Western

VP, Trust Officer

Englewood, CO

$93K - $130K/yr

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll ...

First Western

VP, Trust Officer

Denver, CO · On-site

$93K - $130K/yr

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll ...

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First Trust information

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$11K

$124.8K

$206K

How much do first trust jobs pay per year?

As of Jun 4, 2026, the average yearly pay for first trust in the United States is $124,835.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $158,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Trust Officer, and why are they important?

To thrive as a Trust Officer, you need a solid understanding of trust and estate administration, financial planning, and relevant legal regulations, often supported by a bachelor's degree in finance, law, or a related field. Familiarity with trust accounting software, fiduciary systems, and certifications such as Certified Trust and Fiduciary Advisor (CTFA) are commonly required. Excellent communication, ethical judgment, and attention to detail help build client trust and ensure accurate management of sensitive assets. These skills are crucial for safeguarding clients' interests, maintaining compliance, and delivering high-quality fiduciary service.

What are the main responsibilities of a Trust Officer at a First Trust company, and how do they collaborate with other departments?

As a Trust Officer at a First Trust company, you will typically manage client trust accounts, ensure compliance with legal and regulatory requirements, and maintain strong relationships with clients and beneficiaries. You’ll collaborate closely with investment managers, legal teams, and tax specialists to ensure accounts are administered efficiently and according to each trust’s terms. Regular communication and teamwork across departments are essential for resolving complex issues and providing comprehensive client service.

What is a First Trust and what do they do?

A First Trust typically refers to a financial services company, such as First Trust Portfolios or First Trust Advisors, which provides investment products and services like exchange-traded funds (ETFs), unit investment trusts (UITs), and mutual funds. These companies create and manage investment solutions for financial advisors, institutions, and individual investors. Their goal is to help clients achieve their financial objectives through innovative investment strategies and professional management. First Trust is known for its research-driven approach and a wide range of investment offerings.

What is the difference between First Trust vs Financial Analyst?

AspectFirst TrustFinancial Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; some roles may prefer CFA or CPA certificationsRequires a bachelor's degree in finance, economics, or related field; CFA certification is common for advanced roles
Work EnvironmentFinancial services firms, investment companies, or banks; often in office settingsCorporate finance departments, investment firms, or banks; primarily office-based
Employer & Industry UsageUsed by investment firms like First Trust to manage funds and investmentsCommonly employed by financial institutions to analyze markets and support investment decisions

First Trust is a financial services company that offers investment products, while a Financial Analyst is a professional who evaluates financial data to support investment decisions. Both roles require similar educational backgrounds and certifications, and they often work in related environments within the finance industry.

More about First Trust jobs
What cities are hiring for First Trust jobs? Cities with the most First Trust job openings:
What states have the most First Trust jobs? States with the most job openings for First Trust jobs include:
What job categories do people searching First Trust jobs look for? The top searched job categories for First Trust jobs are:
First Trust jobs near you
Infographic showing various First Trust job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 64% Full Time, 9% Part Time, 3% Temporary, and 21% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $124,835 per year, or $60 per hour.
Senior Trust Officer

Senior Trust Officer

Capital First Trust Company

Milwaukee, WI • On-site

$90K - $115K/yr

Full-time

Posted 8 days ago

Job description

Senior Trust Officer
Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts, court supervised trusts, Directed Trusts, Simple Trusts, Complex Trusts, Unitrusts, and ILITs ensuring compliance with applicable laws, regulations, policies and procedures. May manage associates at the discretion of Executive Management and/or Senior Management.
Role Responsibilities
Trust Administration
  • Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities.
  • Act as lead communicator with clients regarding strategic financial planning.
  • Respond promptly to client distribution requests and make distributions of cash and assets as required, while strictly following department procedures regarding verbal confirmation for electronic distribution requests.
  • Understand the needs of and duties to the principals, income beneficiaries and remaindermen.
  • Professional advisor to trust beneficiaries, third party administrators and other service professionals.
  • Comply with Trust Administration checklists related to opening and closing of accounts; and account reviews.
  • Monitor the completion of trust tax returns.
  • Complete annual account reviews as required by the South Dakota Division of Banking.
  • Prepare appropriate presentations for Trust Committee review.
  • Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.
  • May participate as a member of the Trust Committee, including any sub-committees, as approved by the Board of Directors.
  • May lead or participate in projects outside of Trust Administration.

Human Resources (Only applicable if Senior Trust Officer Manages an Associate(s)
  • Responsible for performance reviews, coaching and mentoring.
  • Ensure that a development plan is in place for each associate.

Competencies
Leadership Skills
  • Act as a champion for clients, ensuring that decisions and actions help them achieve their goals.
  • Build partnerships with the Company's key settlement planners and investment advisors.
  • Collaborate across the Company to achieve results.
  • Promote a positive and professional work environment.
  • Coach and mentor developing employees to meet their goals.
  • Delegate tasks and empower associates appropriately.
  • Help supervise seasonal and/or temporary employees.
  • Recognize and reward strong performers.
  • Demonstrates personal resilience and a commitment to continuously learning.

Communication Skills
  • Excellent verbal, written and interpersonal communication skills.
  • Ability to communicate effectively with clients; interact with beneficiaries, courts and other third-party professionals.
  • Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills
  • Strong analytical skills with high attention to detail and accuracy.
  • Proficiency using Office Suite of applications.
  • Skilled with trust accounting software.
  • Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization
  • Possess strong decision-making and organizational skills.
  • Coordinate all aspects of fiduciary taxation with third parties.
  • Regularly update client interactions in CRM database.

Judgment
  • Understand Company's overall strategy and guiding principals and demonstrate visible commitment.
  • Work proactively to quickly identify and escalate issues, problems.
  • Successfully demonstrates superior client engagement as evidenced by positive feedback to Management.
  • Able to identify common attempts at information security scams, like email phishing.

Role Qualifications
  • Demonstrated examples of leadership capabilities, including ability to handle more complex trust accounts and assuming projects in addition to assigned account load.
  • Demonstrate expert knowledge of trust concepts and Capital First trusts.
  • 4+ years of technical expertise in the area of trust administration or client-facing legal or financial services.
  • Previous experience in a leadership role with responsibilities managing others or providing coaching, mentoring and education to others in the Company.
  • Some travel required for business development opportunities.
  • Undergraduate degree.
  • Spanish speaking is a plus.
  • Trust and estate or financial background.
  • JD, CTFA, or CFP certification a plus.

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