Milwaukee, WI · On-site
$36.54 - $42.31/hr
... ability to interact professionally with clients and internal partners. • High level of ... familiarity with trust accounting or wealth management systems is an advantage. • CTFA ...
Quick apply
Milwaukee, WI · On-site
$36.54 - $42.31/hr
... ability to interact professionally with clients and internal partners. • High level of ... familiarity with trust accounting or wealth management systems is an advantage. • CTFA ...
New York, NY · Hybrid
$130K - $170K/yr
Responsibilities · Maintain full-cycle Accounting for personal and trust accounts using QuickBooks ... professional references.
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New York, NY · Hybrid
$130K - $170K/yr
Responsibilities · Maintain full-cycle Accounting for personal and trust accounts using QuickBooks ... professional references.
Deliver exceptional client service while maintaining confidentiality and professionalism. Trust ... Coordinate workflow with Operations, Investments, Compliance, and Trust Accounting. Office ...
Deliver exceptional client service while maintaining confidentiality and professionalism. Trust ... Coordinate workflow with Operations, Investments, Compliance, and Trust Accounting. Office ...
Cincinnati, OH · On-site
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Cincinnati, OH · On-site
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Evansville, IN · On-site
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Evansville, IN · On-site
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Cincinnati, OH · Hybrid
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Cincinnati, OH · Hybrid
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Cincinnati, OH · On-site
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Cincinnati, OH · On-site
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Evansville, IN · Hybrid
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Evansville, IN · Hybrid
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Evansville, IN · On-site
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Evansville, IN · On-site
Our Trust Officers are experienced fiduciary professionals responsible for the administration of ... Collaborate with the client's advisors, attorneys, and accountants, on complex administrative ...
Deliver exceptional client service while maintaining confidentiality and professionalism. Trust ... Coordinate workflow with Operations, Investments, Compliance, and Trust Accounting. Office ...
Deliver exceptional client service while maintaining confidentiality and professionalism. Trust ... Coordinate workflow with Operations, Investments, Compliance, and Trust Accounting. Office ...
Deliver exceptional client service while maintaining confidentiality and professionalism. Trust ... Coordinate workflow with Operations, Investments, Compliance, and Trust Accounting. Office ...
Quick apply
Deliver exceptional client service while maintaining confidentiality and professionalism. Trust ... Coordinate workflow with Operations, Investments, Compliance, and Trust Accounting. Office ...
Anchorage, AK · On-site
Coordinate with attorneys, accountants, and other professionals to ensure effective estate planning * Oversee the investment and management of trust assets * Prepare and file tax returns related to ...
Anchorage, AK · On-site
Coordinate with attorneys, accountants, and other professionals to ensure effective estate planning * Oversee the investment and management of trust assets * Prepare and file tax returns related to ...
Anchorage, AK · On-site
Coordinate with attorneys, accountants, and other professionals to ensure effective estate planning * Oversee the investment and management of trust assets * Prepare and file tax returns related to ...
Quick apply
Anchorage, AK · On-site
Coordinate with attorneys, accountants, and other professionals to ensure effective estate planning * Oversee the investment and management of trust assets * Prepare and file tax returns related to ...
Reno, NV · On-site
The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices. Laurel Trust is looking for a highly organized, energetic professional that aligns ...
Reno, NV · On-site
The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices. Laurel Trust is looking for a highly organized, energetic professional that aligns ...
The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices. Laurel Trust is looking for a highly organized, energetic professional that aligns ...
The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices. Laurel Trust is looking for a highly organized, energetic professional that aligns ...
Charleston, SC · On-site
$16 - $21.25/hr
Ability to utilize Microsoft Office and trust accounting software * Ability to maintain a positive and professional work environment * Maintain strict confidentiality as well as digital/physical ...
Charleston, SC · On-site
$16 - $21.25/hr
Ability to utilize Microsoft Office and trust accounting software * Ability to maintain a positive and professional work environment * Maintain strict confidentiality as well as digital/physical ...
Generates and posts maps from Trust Accounting System for equity and mutual fund dividends. Posts ... Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess ...
Generates and posts maps from Trust Accounting System for equity and mutual fund dividends. Posts ... Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess ...
$16 - $21.25/hr
Ability to utilize Microsoft Office and trust accounting software * Ability to maintain a positive and professional work environment * Maintain strict confidentiality as well as digital/physical ...
$16 - $21.25/hr
Ability to utilize Microsoft Office and trust accounting software * Ability to maintain a positive and professional work environment * Maintain strict confidentiality as well as digital/physical ...
$16.25 - $21.75/hr
Ability to utilize Microsoft Office and trust accounting software * Ability to maintain a positive and professional work environment * Maintain strict confidentiality as well as digital/physical ...
$16.25 - $21.75/hr
Ability to utilize Microsoft Office and trust accounting software * Ability to maintain a positive and professional work environment * Maintain strict confidentiality as well as digital/physical ...
Canton, OH · On-site
$16 - $21.25/hr
Ability to utilize Microsoft Office and trust accounting software * Ability to maintain a positive and professional work environment * Maintain strict confidentiality as well as digital/physical ...
Canton, OH · On-site
$16 - $21.25/hr
Ability to utilize Microsoft Office and trust accounting software * Ability to maintain a positive and professional work environment * Maintain strict confidentiality as well as digital/physical ...
$34K - $40.8K
3% of jobs
$40.8K - $47.5K
9% of jobs
$53.6K is the 25th percentile. Wages below this are outliers.
$47.5K - $54.3K
15% of jobs
$54.3K - $61.1K
18% of jobs
The median wage is $63.5K / yr.
$61.1K - $67.9K
15% of jobs
$67.9K - $74.6K
15% of jobs
$75K is the 75th percentile. Wages above this are outliers.
$74.6K - $81.4K
10% of jobs
$81.4K - $88.2K
7% of jobs
$88.2K - $95K
4% of jobs
$95K - $101.7K
3% of jobs
$101.7K - $108.5K
1% of jobs
$34K
$68.3K
$108.5K
| Aspect | Professional Trust Accountant | Bookkeeper |
|---|---|---|
| Credentials | Certifications in accounting, trust accounting licenses | Basic bookkeeping certifications or none |
| Work Environment | Financial institutions, trust companies, legal firms | Small businesses, offices, freelance |
| Industry Usage | Legal, financial, trust management | Various small to medium businesses |
The Professional Trust Accountant specializes in managing trust accounts, ensuring compliance with legal standards, and often holds specific certifications. Bookkeepers handle day-to-day financial record-keeping but typically do not manage trust accounts or hold specialized licenses. While both roles involve financial data, the Trust Accountant's role is more complex and regulated, often requiring advanced credentials and industry-specific knowledge.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related discipline preferred.
• At least 2 years of experience in trust administration, trust accounting, wealth management, private banking, fiduciary services, or estate administration.
• Working knowledge of trust and estate concepts, fiduciary obligations, and account administration practices.
• Experience preparing journal entries and managing general ledger, trust account, bank reconciliation, and cash reconciliation activities.
• Strong communication and relationship-building skills with the ability to interact professionally with clients and internal partners.
• High level of organization and attention to detail, with the ability to manage multiple priorities and meet deadlines.
• Proficiency with Microsoft Office; familiarity with trust accounting or wealth management systems is an advantage.
• CTFA certification, or interest in pursuing a trust and fiduciary credential, is preferred.
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Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.
Recruiting and staffing services
10,000+ Employees
San Ramon, CA, US
1948
