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Institutional Trust Jobs (NOW HIRING)

Trust Counsel

Kansas City, MO · On-site

$119K - $163K/yr

Collaborate with client teams to create innovative solutions that mitigate risk; assess and advise of risks associated with the administration of private trusts, institutional trusts, and estates

Taft-Hartley Director

Chicago, IL · On-site

$150K - $185K/yr

Serve as the primary relationship manager for assigned Taft-Hartley and institutional trust clients, fostering long-term partnerships built on trust, responsiveness, and industry expertise. * Ensure ...

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Institutional Trust information

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$51K

$83.7K

$133.5K

How much do institutional trust jobs pay per year?

As of Aug 15, 2026, the average yearly pay for institutional trust in the United States is $83,712.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an institutional trust officer, and why are they important?

To thrive as an Institutional Trust Officer, you need a background in finance, trust administration, and regulatory compliance, often supported by a bachelor’s degree in finance, accounting, or a related field. Familiarity with trust accounting systems, portfolio management software, and relevant certifications such as CTFA (Certified Trust and Fiduciary Advisor) is typically required. Strong analytical skills, attention to detail, and effective client communication set successful professionals apart in this role. These attributes are crucial for managing fiduciary responsibilities, ensuring regulatory compliance, and building lasting client relationships.

What does an institutional trust officer do?

An institutional trust officer manages and administers trust accounts for organizations such as corporations, pension funds, and non-profits. They oversee the investment, distribution, and compliance of trust assets, often working with legal and financial professionals to ensure fiduciary responsibilities are met. Strong knowledge of trust laws, financial analysis, and client communication are essential skills for this role.

What is an institutional trust professional?

Institutional trust professionals are specialists who manage and administer trust accounts and fiduciary services for large organizations such as corporations, government entities, pension funds, and nonprofit institutions. Their responsibilities include overseeing the safekeeping and investment of assets, ensuring regulatory compliance, and executing the terms of trust agreements. These professionals work to protect the interests of the beneficiaries, provide financial reporting, and often act as a liaison between clients and financial institutions. They play a critical role in wealth management, estate planning, and the administration of complex financial structures.

What is the difference between Institutional Trust vs Financial Advisor?

AspectInstitutional TrustFinancial Advisor
CredentialsTypically requires certifications like CFA, CPA, or trust-specific licensesRequires CFP, Series 7, or Series 66 licenses
Work EnvironmentPrimarily in banks, trust companies, or financial institutions managing large portfoliosOften in independent firms or financial planning companies advising individual clients
Employer & Industry UsageUsed by banks, trust companies, and institutional investorsUsed by financial planning firms, brokerages, and independent advisors
Common Search & ComparisonYesNo

Institutional Trust professionals focus on managing large trust accounts and institutional clients within banks or trust companies, often requiring specialized certifications. Financial Advisors typically work with individual clients, providing personalized financial planning and investment advice. While both roles involve financial expertise, their work environments, client types, and certifications differ significantly.

What are common challenges faced by institutional trust professionals, and how can they navigate them?

Professionals in Institutional Trust often face challenges such as managing complex client relationships, staying updated with evolving regulatory requirements, and overseeing diverse portfolios. Navigating these challenges requires strong communication skills, attention to detail, and a commitment to continuous learning. Collaborating closely with legal, compliance, and investment teams is essential to ensure clients' needs are met while maintaining regulatory compliance. Building trust with institutional clients and adapting to industry changes can also open up significant career advancement opportunities.
More about Institutional Trust jobs

What are the most commonly searched types of Institutional Trust jobs?

The most popular types of Institutional Trust jobs are:

What job categories do people searching Institutional Trust jobs look for?

The top searched job categories for Institutional Trust jobs are:

Infographic showing various Institutional Trust job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $83,712 per year, or $40.2 per hour.

Institutional Trust Account Associate

Minnesota Jobs

Saint Paul, MN • On-site

$24.18 - $32.21/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

Account Associate

The Account Associate is responsible for supporting the daily operational activities of Institutional Trust and Custody clients. Key responsibilities include executing electronic funds transfers; processing the receipt and delivery of assets; supporting net settlement, trade, and investment activities; providing benefit payment support; performing master trust–related functions; managing document retention requirements; and completing other operational support tasks as assigned. The scope of responsibilities may expand based on client complexity, business needs, and the Associate's skills, experience, and demonstrated capabilities.

In this role, the Account Associate works closely with Account Managers and Relationship Managers to support client needs, promote client satisfaction, and contribute to relationship growth. The position also plays an important role in identifying opportunities to enhance service delivery. Additionally, the Account Associate is expected to take a proactive approach to identifying potential operational risks, compliance concerns, and indicators of fraudulent activity, helping to ensure accurate processing and strong risk management controls.

Basic Qualifications

  • High school diploma or equivalent
  • Three or more years of customer service experience

Preferred Skills/Experience

  • Thorough knowledge of general banking and trust products
  • Advanced knowledge of cash and security transactions and trust operations
  • Proven commitment to quality customer service
  • Well-developed ability to timely and accurately process daily work/transactions
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Pay Range: $24.18 - $32.21