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Managing Trustee Jobs (NOW HIRING)

Provides technical accounting support for treasury management, cash management, and other Trustee's Office functions. E. Audit and Regulatory Compliance * Assists with internal and external audits by ...

Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases.Identify client needs, address client concerns, resolve issues (with ...

Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases.Identify client needs, address client concerns, resolve issues (with ...

Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases.Identify client needs, address client concerns, resolve issues (with ...

Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases.Identify client needs, address client concerns, resolve issues (with ...

Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases. Identify client needs, address client concerns, resolve issues ...

Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases.Identify client needs, address client concerns, resolve issues (with ...

Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases.Identify client needs, address client concerns, resolve issues (with ...

$100 - $125/hr

Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases. Identify client needs, address client concerns, resolve issues ...

Trustees (standard board members) are elected for 2-year terms; there is no limit to the number of ... management. * Participation in Giving/Campaigns: All Board Members are expected to donate to ...

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Managing Trustee information

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$26.5K

$66.6K

$117.5K

How much do managing trustee jobs pay per year?

As of Sep 9, 2026, the average yearly pay for managing trustee in the United States is $66,561.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,000.00 and $81,000.00 per year, depending on experience, location, and employer.

What is a managing trustee?

Managing Trustees are individuals or members of a group who are legally responsible for overseeing the management, administration, and welfare of a trust or charitable organization. Their primary duties include ensuring that the trust’s assets are properly managed, compliance with relevant laws and regulations, and that the organization’s objectives are met in the best interest of its beneficiaries. Managing Trustees often make strategic decisions, handle financial matters, and oversee day-to-day operations to fulfill the trust’s mission.

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

To thrive as a Managing Trustee, you need a solid background in governance, financial management, and nonprofit administration, often supported by experience in leadership roles and a relevant degree. Familiarity with accounting software, donor management systems, and compliance regulations is typically required. Outstanding interpersonal skills, ethical judgment, and strategic thinking set exceptional trustees apart. These competencies are crucial to ensuring sound stewardship, regulatory compliance, and the long-term success of the organization.

What are some common challenges managing trustees face when balancing strategic leadership with day-to-day operations?

Managing Trustees often find it challenging to balance their strategic oversight responsibilities with the practical demands of daily operations. While they are expected to set long-term vision and ensure compliance with legal and financial regulations, they may also be called upon to address operational issues, support staff, and respond to emerging problems. Effective delegation and strong communication with the executive team are crucial to maintaining this balance, allowing Managing Trustees to focus on governance while still providing necessary guidance and support to the organization.

What is the difference between Managing Trustee vs Secretary of a Trust?

AspectManaging TrusteeSecretary of a Trust
Required CredentialsTrustee certification, legal knowledgeLegal or administrative background, certification optional
Work EnvironmentBoard meetings, decision-making, oversightAdministrative tasks, record-keeping, correspondence
Employer & Industry UsageTrusts, non-profits, charitable organizationsTrusts, non-profits, legal entities
Common Search & Comparison IntentUnderstanding roles in trust managementClarifying administrative responsibilities in trusts

The Managing Trustee holds a leadership role with decision-making authority and oversight responsibilities within a trust. The Secretary of a Trust primarily handles administrative tasks, record-keeping, and communication. Both roles are essential in trust management but differ in scope and responsibilities.

How to get a job as a managing trustee?

To become a managing trustee, candidates typically need relevant experience in nonprofit management, governance, or legal compliance, along with a strong understanding of the organization's mission. Many roles require a background in finance, administration, or law, and some positions may require certification or training in nonprofit governance. Building a professional network and demonstrating leadership skills can also improve chances of securing such a position.

What are popular job titles related to Managing Trustee jobs?

For Managing Trustee jobs, the most frequently searched job titles are:

Infographic showing various Managing Trustee job openings in the United States as of September 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $66,561 per year, or $32 per hour.

Trustee Senior Accountant

Columbia, TN • On-site

$67K - $84K/yr

Full-time

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


Job description

I. Purpose of Job
Under broad direction, serves as a senior accounting and operational resource in the County Trustee's Office, ensuring the integrity, accuracy, and accountability of financial records. Oversees complex reconciliations, directs the daily work of accounting staff, maintains internal controls, and serves as a technical resource, trainer, and backup for major office accounting functions.


II. Essential Job Duties
A. Reconciliations and Accounting Operations
Performs, reviews, and approves complex bank, general ledger, and related accounting reconciliations.
Ensures reconciliations are completed accurately and timely and in accordance with established policies, accounting standards, and legal requirements.
Researches, identifies, and resolves reconciliation discrepancies, accounting variances, and unusual transactions.
Reviews accounting transactions and supporting documentation for accuracy, completeness, proper authorization, and compliance with applicable laws, regulations, and County policies.
Maintains proficiency in each major accounting and operational function of the Trustee's Office and serves as backup as operational needs require.
B. Staff Supervision and Development
Supervises, assigns, prioritizes, reviews, and directs the daily work of accounting staff.
Provides coaching, training, technical guidance, and performance feedback to assigned employees.
Cross-trains employees to promote continuity of operations and effective coverage of essential functions.
Monitors workflow and deadlines and reallocates work as necessary to ensure timely and accurate completion.
C. Internal Controls and Process Improvement
Develops, documents, implements, and maintains accounting procedures and internal controls to improve efficiency, strengthen accountability, and reduce risk.
Evaluates accounting and office operations and recommends process, system, and control improvements to the County Trustee.
Assists with implementation of approved best practices, procedural changes, and accounting system enhancements.
Identifies operational or financial risks and recommends appropriate corrective action.
D. Financial Reporting and Analysis
Prepares financial reports, schedules, reconciliations, and analyses requested by the County Trustee.
Analyzes financial information and communicates significant findings, trends, discrepancies, and operational concerns.
Verifies the accuracy and completeness of financial information before distribution or submission.
Provides technical accounting support for treasury management, cash management, and other Trustee's Office functions.
E. Audit and Regulatory Compliance
Assists with internal and external audits by preparing schedules, compiling supporting documentation, and responding to auditor requests.
Ensures accounting activities comply with Tennessee statutes, County policies, generally accepted accounting principles, and other applicable standards.
Maintains organized and complete records sufficient to support financial transactions, reconciliations, reports, and audits.
Monitors changes in laws, accounting standards, and professional practices affecting assigned responsibilities.
F. Leadership and Operational Support
Works closely with the County Trustee as a member of the office leadership team to evaluate operations, establish priorities, and address accounting or service issues.
Serves as a technical resource to employees and assists with resolving complex accounting and operational questions.
Communicates with County officials, employees, financial institutions, auditors, and members of the public regarding assigned matters.
Maintains confidentiality and exercises sound professional judgment in handling sensitive financial and personnel information.


III. Other Job Duties
Performs other job duties as assigned, possibly including:
Participating in special accounting, financial, and operational projects.
Providing coverage for other Trustee's Office positions during absences or periods of increased workload.
Assisting with implementation, testing, or troubleshooting of financial accounting software and related systems.


IV. Primary Job Challenges
Maintaining the accuracy and integrity of complex financial records while meeting recurring deadlines, resolving discrepancies, supervising daily accounting operations, and ensuring continuity across all major functions of the Trustee's Office.


V. Equipment Operated
Computers, calculators, printers, scanners, telephones, and other standard office and communications equipment; Microsoft Excel; financial accounting, banking, and related software systems.
VI. Key Competencies Required
Job Content Knowledge: Thorough knowledge of generally accepted accounting principles, governmental accounting practices, bank and general ledger reconciliation procedures, financial reporting, cash management, internal controls, audit requirements, and applicable Tennessee statutes and County policies. Advanced skill in Microsoft Excel and financial accounting software.
Language Skills: Ability to read, analyze, and interpret financial reports, legal documents, professional standards, and governmental regulations. Ability to respond to inquiries or complaints from County officials, auditors, financial institutions, employees, and members of the public. Ability to prepare clear reports, procedures, correspondence, and presentations.
Mathematical Skills: Ability to work with mathematical concepts such as probability and statistical inference and to apply accounting, financial, and analytical methods to complex reconciliations, financial reports, and related transactions.
Reasoning Ability: Ability to define complex accounting and operational problems, collect and analyze data, establish facts, evaluate alternatives, and draw valid conclusions. Ability to interpret an extensive variety of financial, legal, and technical information and exercise sound judgment in resolving discrepancies and improving controls.
Teamwork: Develops constructive and cooperative working relationships with others. Encourages employees to express ideas and opinions, provides input into identifying and solving problems, anticipates the information and training needs of others, and willingly assists with job tasks when appropriate.


VII. Physical Demands and Work Environment
Physical Demands: Performance of the essential duties of this job requires prolonged periods of sitting and computer use, as well as standing, walking, speaking, hearing, reaching, and using hands to operate office equipment. The position occasionally requires lifting or moving objects weighing up to 25 pounds.
Work Environment: Work is primarily performed in a professional office environment with moderate noise from computers, printers, telephones, and normal office activity. The position involves regular interaction with County officials, employees, financial institutions, auditors, and members of the public and requires professionalism, discretion, and a strong commitment to public service.