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Remote Trust Officer Jobs (NOW HIRING)

Fifth Third

Trust Officer

The Trust Officer provides wealth management guidance on standard planning matters, ensures compliance with governing documents and regulatory requirements, and partners with internal and external ...

First Citizens Bank

Fiduciary Officer I

Raleigh, NC · On-site +1

This position may administer and manage smaller trust accounts across the entire bank footprint ... Bachelor's Degree and 2 years of experience (Fiduriay Officer I) or 4 years of experience ...

First Citizens Bank

Fiduciary Officer I

Raleigh, NC · On-site +1

This position may administer and manage smaller trust accounts across the entire bank footprint ... Bachelor's Degree and 2 years of experience (Fiduriay Officer I) or 4 years of experience ...

PNC Bank

Institutional Trust Officer II (IAM)

Home, WA · On-site +1

$63K - $127K/yr

As a Institutional Trust Officer II within PNC's Institutional Asset Management, you may be based ... This is a remote position. Work may be performed from a quiet, confidential space in a home ...

PNC

Institutional Trust Officer II (IAM)

Sacramento, CA · On-site +1

$63K - $127K/yr

As a Institutional Trust Officer II within PNC's Institutional Asset Management, you may be based ... This is a remote position. Work may be performed from a quiet, confidential space in a home ...

CFS

Trust Tax Accountant

Boston, MA · Remote

Fully Remote Salary: $110,000 - $150,000 + Bonus CFS is assisting a premier wealth management ... Partner with internal trust officers and advisors. * Research complex trust taxation matters.

Nestor Solutions, LLC

Trustee Sale Officer

The Trustee Sale Officer is responsible for processing non-judicial foreclosures for each stage of the foreclosure process in accordance with state and local statutes, and investor/insurer ...

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Remote Trust Officer information

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$39.5K

$87.7K

$123K

How much do remote trust officer jobs pay per year?

As of Aug 24, 2026, the average yearly pay for remote trust officer in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What is a remote trust officer?

A Remote Trust Officer is a financial professional responsible for managing and administering trust accounts for clients while working remotely. They ensure trusts comply with legal and fiduciary standards, oversee asset management, and communicate with beneficiaries and other stakeholders. This role requires expertise in trust laws, investment principles, and estate planning. Strong analytical skills, attention to detail, and the ability to work independently are essential for success in this position.

What does a remote trust officer do?

A typical day for a Remote Trust Officer involves reviewing trust documents, managing client accounts, coordinating distributions, and ensuring regulatory compliance, all while working from a secure remote environment. Collaboration takes place primarily through digital platforms—such as secure email, video conferencing, and specialized trust management software—allowing seamless communication with attorneys, financial advisors, and internal team members. Regular virtual meetings and detailed documentation are key to staying aligned and addressing client needs as a team. This setup allows for flexibility, but strong self-motivation and proactive communication are essential for maintaining service quality and regulatory adherence.

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

A Remote Trust Officer should have a strong background in fiduciary services, estate planning, and financial regulations, often supported by a bachelor’s degree in finance, law, or a related field. Familiarity with trust accounting platforms, secure document management systems, and relevant certifications such as CFP or CTFA are commonly expected. Excellent organizational skills, attention to detail, and the ability to communicate complex information clearly are crucial soft skills. These capabilities ensure effective management of trust accounts, compliance with legal standards, and high-quality service to clients in a remote setting.

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Remote Trust Officer jobs near you
Infographic showing various Remote Trust Officer job openings in the United States as of August 2026, with employment types broken down into 79% Full Time, 13% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Trust Officer - Wealth

Careers | Capital First Trust Company

Milwaukee, WI • Remote

Full-time

Re-posted 7 days ago

Job description

Trust Officer - Wealth

Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures.

Role Responsibilities

Trust Administration

  • Responds promptly to client distribution requests and makes cash and asset distribution as required.
  • Understands the needs of and duties to the principals, income beneficiaries, and remaindermen.
  • Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other service professionals.
  • Monitors the completion of trust tax returns.
  • Complies with Trust Administration checklists related to closing accounts and account reviews.
  • Completes annual account reviews as required by the South Dakota Division of Banking.
  • Prepares 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.

Competencies

Communication Skills

  • Excellent verbal, written, and interpersonal communication skills.
  • Able to communicate effectively with interact with beneficiaries, financial advisors, and other third-party professionals.
  • Aware of and follows company policies for electronic communications and internet use.

Computer/Technical Skills

  • Strong analytical skills with a high level of accuracy and attention to detail.
  • Proficient using Microsoft Office Suite of applications.
  • Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

  • Very responsive to external partner communication.
  • Timely completion of distribution requests.
  • Update client interactions in CRM database.

Judgment

  • Ability to prioritize a high number of daily tasks.
  • Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
  • Swiftly refer problems/issues to the appropriate person(s) when necessary.

Role Qualifications

  • 2+ years of financial services or legal experience.
  • Undergraduate degree or equivalent experience.
  • JD, CTFA, or CFP certification a plus.

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