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Trust Account Manager Jobs (NOW HIRING)

With the absence of the Fiscal Quality Assurance Manager, a Trust Account Supervisor may be called upon to fill in their required duties to ensure and maintain contractual compliance. * Clock in and ...

Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...

Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...

Compliance & Risk Management: * Ensure the timely completion of initial and annual trust account reviews and mitigate any potential compliance risks. * Proactively address and resolve any fiduciary ...

Manage and oversee the full lifecycle of trust accounts under administration, from onboarding through termination. * Perform client onboarding reviews (KYC), including identity/document verification ...

Supports the administration and fiduciary management within client relationships. Primary Responsibilities: * Support the administration of trust accounts within assigned book through demonstrated ...

Manage and oversee the full lifecycle of trust accounts under administration, from onboarding through termination. * Perform client onboarding reviews (KYC), including identity/document verification ...

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Work closely with the Controller to oversee and maintain cost fund accounts & the firm's trust ... Build effective working relationships across departments and offices as appropriate WORK MANAGEMENT

This role can service private and corporate trust accounts. Trust Office Manager Qualifications: * Bachelor's degree or equivalent. * JD and/or Masters degree preferred * 5+ years of relevant trust ...

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Trust Account Manager information

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$29.5K

$65.8K

$106K

How much do trust account manager jobs pay per year?

As of Jul 17, 2026, the average yearly pay for trust account manager in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What is the difference between Trust Account Manager vs Trust Accountant?

AspectTrust Account ManagerTrust Accountant
CredentialsCertifications in trust accounting, financial managementAccounting certifications, CPA often preferred
Work EnvironmentClient-facing, managing trust accounts, liaising with legal or real estate firmsBack-office, preparing financial statements, reconciling accounts
Employer & IndustryLaw firms, real estate agencies, financial institutionsAccounting firms, legal practices, trust companies
Search & ComparisonOften compared for trust management roles, client interactionCompared for accounting and reconciliation tasks

The Trust Account Manager primarily oversees trust accounts, focusing on client relations and account management, while the Trust Accountant handles financial reconciliation and accounting tasks. Both roles require trust accounting knowledge and certifications, but their daily responsibilities and work environments differ.

What does a trust account manager do?

A trust account manager oversees the management of trust accounts, ensuring funds are handled according to legal and client instructions. They verify transactions, maintain accurate records, and ensure compliance with relevant regulations, often using specialized accounting software. This role requires attention to detail and knowledge of fiduciary responsibilities.

What are Trust Account Managers?

Trust Account Managers are financial professionals responsible for managing and overseeing trust accounts on behalf of clients, such as individuals, families, or organizations. Their duties typically include administering the assets within the trust, ensuring compliance with legal and regulatory requirements, handling distributions, and maintaining accurate records. They may also provide investment advice, work with tax professionals, and communicate regularly with beneficiaries to ensure the trust's objectives are met. Trust Account Managers play a crucial role in safeguarding assets and ensuring that the terms of the trust are carried out as intended.

What are some common challenges faced by Trust Account Managers and how can they be addressed?

Trust Account Managers often face the challenge of balancing strict regulatory compliance with providing personalized client service. They must meticulously track account transactions, ensure timely reporting, and stay updated on changing laws and industry standards. Effective organization, strong communication with legal and financial teams, and ongoing professional development are key strategies for overcoming these challenges. Building trust with clients through transparency and responsiveness also plays a crucial role in managing complex situations smoothly.

What is the average salary for an account manager?

The average salary for a Trust Account Manager typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the organization. Professionals in this role often require strong organizational skills and knowledge of financial regulations.

What are the key skills and qualifications needed to thrive as a Trust Account Manager, and why are they important?

To thrive as a Trust Account Manager, you need a solid background in finance or accounting, strong attention to detail, and familiarity with fiduciary regulations, typically supported by a relevant degree or professional certification. Experience with trust accounting software, financial management systems, and compliance tools is often required. Excellent organizational skills, integrity, and the ability to communicate complex information clearly are crucial soft skills for building trust with clients and stakeholders. These skills ensure accurate management of client assets, regulatory compliance, and effective client relationships essential for success in this role.

What does a trust manager do?

A trust account manager oversees the administration of trust accounts, ensuring that assets are managed and distributed according to the trust agreement and legal requirements. They handle tasks such as record-keeping, compliance, and communication with beneficiaries, often requiring knowledge of financial regulations and trust law. The role typically involves attention to detail, financial analysis, and sometimes certification in trust or estate management.

Is trust accounting hard?

Trust account managers handle the management of client funds held in trust accounts, which requires attention to detail, accuracy, and knowledge of relevant laws and regulations. The work involves maintaining precise records, reconciling accounts regularly, and often using specialized accounting software. While it can be complex due to legal and financial requirements, proper training and experience help develop the necessary skills to perform the job effectively.
More about Trust Account Manager jobs
What cities are hiring for Trust Account Manager jobs? Cities with the most Trust Account Manager job openings:
What states have the most Trust Account Manager jobs? States with the most job openings for Trust Account Manager jobs include:
Infographic showing various Trust Account Manager job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.
Trust Account Supervisor

Other

Posted 23 days ago


Job description

Progress your career with Florida’s largest and fastest growing Community Re-Entry services provider. Bridges International is the oldest and most successful private non-profit provider of re-entry services in the state of Florida, providing a continuum of care in Residential Substance Abuse Treatment Programs, Transition Centers, and Community Release Centers, for ex- offenders and probation populations. At Bridges of America we “Believe a Man Can Change. “Join us in changing lives at our Bridges of Florida corporate office.

We are looking for individuals with strong leadership skills and a passion for inspiring, helping and challenging people and we want you to be a part of our team in a Trust Account Supervisor role.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

  1. Ensure the integrity of site assigned Trust Accounts by performing daily and weekly audits.
  2. Work with site Facility/Executive Directors to ensure client/inmate Trust Accounts are in accordance with all contractual obligations by interpreting the contract for each facility they are responsible for and company policies and procedures and then implementing procedures to ensure compliance.
  3. Provide instruction to the Facility/Executive Directors on compliance requirements.
  4. Audit inmate/client trust accounts assigned to other Trust Account Supervisors to ensure all charges, deposits, draws and any other activity on each account is accurate based on specialized knowledge of contract, policy, procedure, accreditation and best financial practices prior to the Trust Account Supervisor processing the client/inmate discharge payments.
  5. Post and Audit deposits to ensure accuracy based on specialized knowledge of contracts, policies, procedures and financial best practices.
  6. Train Employment Specialists and regulate work performed to ensure compliance with contract requirements, accreditation and company policy.
  7. Audit Subsistence, formulate and perform corrections that need to be made to inmate/client accounts based on specialized knowledge of contract, policy, procedures, accreditation and financial best practices.
  8. Audit Court Ordered Payments from client/inmates trust accounts and work with Department of Correction’s staff to ensure the proper handling of payment to the Department of Corrections.
  9. Review all draw requests from client/inmates and determine if the requests are within the guidelines of the contract and company policy prior to approving for processing.
  10. If draw request is outside normal guidelines formulate a decision based on best business practices for the client/inmate to ensure the request is in the clients/inmates best financial interest. Post Draws based on decisions made.
  11. Post and audit to ensure accurate charging of urine charges, medical charges, and other miscellaneous charges using specialized knowledge and interpretation of contract, policy, procedures and best business practices.
  12. Print client/inmate Statements and review with client/inmate when necessary.
  13. Pay site vendor bills.
  14. Pay site Monthly Service Charges for inmates to the Department of Corrections.
  15. Do all filing daily and have completed all filing no later than Friday of every week
  16. In the event that a Trust Account Supervisor is not able to finish their assigned job duties in the time frame given, they must report this to their immediate supervisor.
  17. With the absence of the Fiscal Quality Assurance Manager, a Trust Account Supervisor may be called upon to fill in their required duties to ensure and maintain contractual compliance.
  18. Clock in and out utilizing the company time and attendance system.
  19. Must be able to perform the major functions of job with or without an accommodation.
  20. Required to attend all mandatory training specified by policy.
  21. Must be able to speak, read, write and understand English.
  22. Report all Workers Compensation injuries, whether they require medical attention or not, to their immediate supervisor immediately.
  23. Report all breaches of company policy or code of ethics that you have knowledge of, hear about or see regardless of who is involved in the breach immediately to your immediate supervisor or HR Department when necessary.
  24. Report all unsafe conditions that could affect clients/inmates or employees which you become aware of immediately to your immediate supervisor.
  25. To be eligible for promotion you must demonstrate organizational abilities and must have good written and oral communication skills.
  26. To be eligible for promotion to a supervisory position you must complete supervisory/team building training. This can be accomplished by checking out “How to Supervise People” CD from the corporate office and passing all tests with a minimum score of 80%.
  27. Ensure that all applicable policies and procedure that fall within the scope of job description are followed and adhered to.
  28. Performs other job-related duties as assigned by the Fiscal Quality Assurance Manager

EXPERIENCE: 2 years of experience in accounting/payroll.

EDUCATION: Associate degree preferred.