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Junior Trust Officer Jobs (NOW HIRING)

Arden Trust Company

Trust Officer Senior

Scottsdale, AZ · On-site

$120 - $180/hr

Experience supervising or mentoring junior trust officers * Background within private banking, wealth management, or estate settlement teams. * Experience with specialized assets Internal Application ...

Kestra Holdings

Trust Officer Senior

Milwaukee, WI · On-site

Experience supervising or mentoring junior trust officers * Background within private banking, wealth management, or estate settlement teams. * Experience with specialized assets Internal Application ...

Kestra Financial, Inc.

Trust Officer Senior

Scottsdale, AZ · On-site

$90 - $140/hr

Experience supervising or mentoring junior trust officers * Background within private banking, wealth management, or estate settlement teams. * Experience with specialized assets Internal Application ...

Kestra PWS

Trust Officer Senior

Milwaukee, WI · On-site

$90 - $130/hr

Experience supervising or mentoring junior trust officers * Background within private banking, wealth management, or estate settlement teams. * Experience with specialized assets Internal Application ...

Kestra Holdings

Trust Officer Senior

Scottsdale, AZ · On-site

Experience supervising or mentoring junior trust officers * Background within private banking, wealth management, or estate settlement teams. * Experience with specialized assets Internal Application ...

Fairygodboss

Trust Officer

Wilmington, DE · On-site

$85 - $145/hr

The Trust Officer is responsible for developing and maintaining relationships with registered ... Provide training and support to junior staff. What you have * 5+ years experience in personal trust ...

First Western

SVP, Trust Officer

Jackson, WY · On-site

$125K - $175K/yr

Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding. * Community Involvement: Maintain a presence within our markets and ...

First Western

SVP, Trust Officer

Jackson, WY

$125K - $175K/yr

Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding. * Community Involvement: Maintain a presence within our markets and ...

The Reserves Network Inc

Trust Officer

Seward, NE

Trust Officer | $75,000-$ 10 0,000 | Onsite | Direct Hire Location: Seward, NE Your New Employer ... Support, mentor, and help develop junior team members * Maintain strong client relationships and ...

First Western

SVP, Trust Officer

Jackson, WY

$125K - $175K/yr

Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding. * Community Involvement: Maintain a presence within our markets and ...

Arden Trust Company

Trust Officer Senior

Milwaukee, WI · On-site

$90 - $150/hr

Experience supervising or mentoring junior trust officers * Background within private banking, wealth management, or estate settlement teams. * Experience with specialized assets Internal Application ...

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$88K

How much do junior trust officer jobs pay per year?

As of Aug 24, 2026, the average yearly pay for junior trust officer in the United States is $52,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $57,500.00 per year, depending on experience, location, and employer.

What is a junior trust officer?

A Junior Trust Officer assists with the administration and management of trusts, estates, and fiduciary accounts. They support senior trust officers by handling documentation, client communications, compliance checks, and transaction processing. This role requires attention to detail, knowledge of financial regulations, and strong organizational skills. Junior Trust Officers often work in banks, financial institutions, or trust companies, helping to ensure that client assets are managed according to legal and contractual obligations.

What are the typical daily responsibilities of a junior trust officer?

As a Junior Trust Officer, your day-to-day tasks usually involve supporting the administration of trust accounts, preparing reports and documentation, and assisting with compliance requirements. You’ll often liaise with clients, beneficiaries, attorneys, and senior trust officers to address inquiries and ensure proper management of client assets. Attention to detail is critical as you handle confidential records, monitor transactions, and help resolve routine issues under supervision. This supportive, collaborative environment provides valuable experience for career growth within trust and estate services.

What are the key skills and qualifications needed to thrive in the junior trust officer position, and why are they important?

To thrive as a Junior Trust Officer, you need a foundational understanding of trust administration, estate planning concepts, and financial services, often backed by a relevant degree such as finance, accounting, or law. Familiarity with trust accounting software, document management systems, and regulatory compliance tools is typically required, and certifications like the Certified Trust and Fiduciary Advisor (CTFA) can be advantageous. Attention to detail, excellent communication skills, and a proactive, client-focused attitude are important soft skills in this role. These capabilities are vital for ensuring accurate trust administration, fostering client confidence, and maintaining compliance with complex legal and regulatory requirements.

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Junior Trust Officer jobs near you
Infographic showing various Junior Trust Officer job openings in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $52,462 per year, or $25.2 per hour.

Wealth Management - Junior Trust Officer - Vice President

JPMorgan Chase & Co.

Chicago, IL • On-site

$110K - $190K/yr

Full-time

Medical, Retirement

Posted 13 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 496 frontline employees who took The Breakroom Quiz

71st of 172 rated banks

Job description


The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When J.P. Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.
Job Summary
As a Junior Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services. Your role will be crucial in maintaining our reputation as a leading global financial services firm.
Job Responsibilities
  • Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
  • Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
  • Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
  • Work with Tax Officers and trust counsel to resolve tax issues
  • Address questions raised by beneficiaries, co-trustees and their advisors
  • Work in a team-based environment
  • Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries. Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client services
  • Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations
  • Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation

Required Qualifications, Skills and Capabilities
  • Bachelor's Degree required
  • In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
  • Ideally 5 - 8 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
  • Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration

Preferred Qualifications, Skills and Capabilities
  • MBA or other advanced degree is a plus; J.D. preferred
  • Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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