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Remote Trust Officer Jobs (NOW HIRING)

Lido Advisors

Trust Officer

$120K - $145K/yr

The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and the overall administration of the assigned book of business. Duties and ...

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 ...

Filo Mortgage LLC

Loan Officer- Remote

Remote Summary: The Loan Officer evaluates and authorizes approval or denies loan applications for ... Go the "extra mile" to build trust relationships, customer loyalty and satisfaction throughout the ...

CEO Life

Chief Marketing Officer (CMO)

Remote Type: Full-Time Executive Leadership Reports To: Chief Executive Officer You Don't Just Want ... This is a role for someone who understands that trust is the product, curation is the competitive ...

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$39.5K

$87.7K

$123K

How much do remote trust officer jobs pay per year?

As of Jun 8, 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 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.

What does a typical day look like for a Remote Trust Officer, and how do they collaborate with team members?

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 is a Remote Trust Officer job?

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.

More about Remote Trust Officer jobs
What cities are hiring for Remote Trust Officer jobs? Cities with the most Remote Trust Officer job openings:
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What states have the most Remote Trust Officer jobs? States with the most job openings for Remote Trust Officer jobs include:
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Remote Trust Officer jobs near you
Infographic showing various Remote Trust Officer job openings in the United States as of May 2026, with employment types broken down into 78% Full Time, 16% Part Time, and 6% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Trust Officer

Lido Advisors

Remote

$120K - $145K/yr

Full-time

Posted yesterday

Job description

Lido Advisors, LLC is an established and growing wealth management firm with over $40B in assets under management is seeking a Trust Officer responsible for fiduciary oversight and client relationship management of individual wealth management accounts, including those where the Trust Company serves as Trustee, Executor or Agent for various account types, including agency, retirement, foundation, charitable, revocable, and irrevocable trust accounts.
The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and the overall administration of the assigned book of business.
Duties and Responsibilities
  • Manage estate settlement and trust administration, including inventory and collection of trust assets; research and coordinate payment of debts and taxes; process beneficiary distributions; prepare required estate notices in accordance with applicable state law; and coordinate the preparation of all required income and estate tax filings.
  • Oversee the management and/or disposition of trust-owned personal and real estate property.
  • Support new account onboarding, including account setup and asset transfer follow-up
  • Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts.
  • Participate in day-to-day activities related to managing and mitigating risk within probate and trust accounts; ensure compliance with governing documents, Trust Company policies and procedures, and applicable state and federal banking regulations.
  • Maintain high levels of client service through timely research and responsiveness to trust beneficiaries, clients, and their centers of influence.
  • Read and interpret complex trust instruments; make informed decisions based on knowledge and research.
  • Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or relevant committees.
  • Provide proactive client service, including periodic reviews of clients' financial and estate planning goals and objectives.
  • Maintain current knowledge of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning.
  • Participate in business development efforts with existing and prospective clients
  • Engage with local community and professional organizations (e.g., bar associations, estate planning, wealth management, and fiduciary groups) to enhance the Trust Company's professional presence.
  • Participate in special projects as needed.

Requirements
  • 7-10 years of experience in trust administration and estate settlement; Bachelor's degree required (advanced degree a plus); CTFA preferred.
  • Proficiency in Microsoft Office; CRM experience required (Salesforce a plus).
  • Familiarity with trust accounting systems.
  • Strong knowledge of trust administration principles, with practical experience administering trusts governed by California law (Nevada experience a plus).
  • Working knowledge of the California Probate Code, CUPIA, and estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries.
  • Experience administering trust-owned real estate, partnerships, and other unique/illiquid assets.
  • Strong understanding of fiduciary risk and related issues.
  • General knowledge of investment strategies, objectives, and asset allocation.
  • Solution-oriented, decisive, and self-motivated; able to work independently with minimal supervision.
  • Strong organizational, time management, and multitasking skills, with a high level of accuracy and attention to detail.
  • Excellent interpersonal and communication skills when interacting with colleagues, clients, and their centers of influence.
  • Represents the firm with a high level of professionalism and strong client-facing presence.

Salary Description
$120,000 - $145,000

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