Trust Officer
Westerville, OH · On-site
Description As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration ...
Trust Officer
Westerville, OH · On-site
Description As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration ...
Trust Associate
Sioux Falls, SD · On-site
You will work closely with Trust Officers to assist with client service, account administration, documentation management, meeting preparation, and trust operations. Success in this role requires ...
New
Quick apply
Trust Associate
Sioux Falls, SD · On-site
You will work closely with Trust Officers to assist with client service, account administration, documentation management, meeting preparation, and trust operations. Success in this role requires ...
New
The ideal candidate will be responsible for managing a portfolio of trust accounts, ensuring compliance with trust agreements and applicable regulations, and providing exceptional service to clients.
New
The ideal candidate will be responsible for managing a portfolio of trust accounts, ensuring compliance with trust agreements and applicable regulations, and providing exceptional service to clients.
New
Trust Officer
Overland Park, KS · On-site
Description As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration ...
Trust Officer
Overland Park, KS · On-site
Description As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration ...
Trust Officer
Greenfield, IN · On-site
Handle and manage trust accounts, ensuring compliance with legal and regulatory requirements. * Act in the best interest of beneficiaries, adhering to the terms of the trust document. * Oversee the ...
Trust Officer
Greenfield, IN · On-site
Handle and manage trust accounts, ensuring compliance with legal and regulatory requirements. * Act in the best interest of beneficiaries, adhering to the terms of the trust document. * Oversee the ...
Responds to management, auditors, and bank examiners' inquiries as requested. * Train and develop trust administrator to confirm familiarity with accounts, processes, policies, and procedures. What ...
Responds to management, auditors, and bank examiners' inquiries as requested. * Train and develop trust administrator to confirm familiarity with accounts, processes, policies, and procedures. What ...
As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors ...
As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors ...
Handle and manage trust accounts, ensuring compliance with legal and regulatory requirements. * Act in the best interest of beneficiaries, adhering to the terms of the trust document. * Oversee the ...
Handle and manage trust accounts, ensuring compliance with legal and regulatory requirements. * Act in the best interest of beneficiaries, adhering to the terms of the trust document. * Oversee the ...
Bachelor's degree and 10 or more years estate and trust administration experience, including managing all aspects of estate and trust accounts preferably in a law firm environment are required; or ...
Bachelor's degree and 10 or more years estate and trust administration experience, including managing all aspects of estate and trust accounts preferably in a law firm environment are required; or ...
Trust Administrator General A Trust Administrator plays a crucial role in the management and administration of trust and investment accounts, demonstrating expertise in fiduciary discretion and ...
Quick apply
Trust Administrator General A Trust Administrator plays a crucial role in the management and administration of trust and investment accounts, demonstrating expertise in fiduciary discretion and ...
Trust Administration Manager
Atlanta, GA · On-site
$100K - $120K/yr
The responsibilities of the QSF Manager include establishing new trust accounts, managing trust accounts, overseeing fund disbursements, ensuring compliance with IRS guidelines, and providing ...
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Trust Administration Manager
Atlanta, GA · On-site
$100K - $120K/yr
The responsibilities of the QSF Manager include establishing new trust accounts, managing trust accounts, overseeing fund disbursements, ensuring compliance with IRS guidelines, and providing ...
As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors ...
As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors ...
Bachelor's degree and 10 or more years estate and trust administration experience, including managing all aspects of estate and trust accounts preferably in a law firm environment are required; or ...
Bachelor's degree and 10 or more years estate and trust administration experience, including managing all aspects of estate and trust accounts preferably in a law firm environment are required; or ...
Develops new trust accounts, services existing trust accounts and performs daily functions for accounts under responsibility. Partners with third party money managers to purchases and sell various ...
Develops new trust accounts, services existing trust accounts and performs daily functions for accounts under responsibility. Partners with third party money managers to purchases and sell various ...
Senior Trust Officer
Milwaukee, WI · On-site
$90K - $115K/yr
Senior Trust Officer Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts ...
Senior Trust Officer
Milwaukee, WI · On-site
$90K - $115K/yr
Senior Trust Officer Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts ...
Senior Trust Officer
Milwaukee, WI · On-site
$90K - $115K/yr
Senior Trust Officer Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts ...
Quick apply
Senior Trust Officer
Milwaukee, WI · On-site
$90K - $115K/yr
Senior Trust Officer Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts ...
Trust Officer
Wilkes Barre, PA · On-site
Essential Functions Comply with Trust policies and procedures Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts Review ...
Trust Officer
Wilkes Barre, PA · On-site
Essential Functions Comply with Trust policies and procedures Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts Review ...
Senior Trust Officer Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts ...
Senior Trust Officer Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts ...
Develops new trust accounts, services existing trust accounts and performs daily functions for accounts under responsibility. Partners with third party money managers to purchases and sell various ...
Develops new trust accounts, services existing trust accounts and performs daily functions for accounts under responsibility. Partners with third party money managers to purchases and sell various ...
Trust Officer
Erie, PA · On-site
Administer Custodian accounts * Assure appropriate management of IRA's and funds * Assure accurate ... Recommend investment / trust alternatives * Perform presentations / meets with prospects * Finalize ...
Trust Officer
Erie, PA · On-site
Administer Custodian accounts * Assure appropriate management of IRA's and funds * Assure accurate ... Recommend investment / trust alternatives * Perform presentations / meets with prospects * Finalize ...
Trust Account Manager information
See salary details
$29.5K - $36.5K
5% of jobs
$36.5K - $43.4K
11% of jobs
$47.6K is the 25th percentile. Wages below this are outliers.
$43.4K - $50.4K
15% of jobs
$50.4K - $57.3K
14% of jobs
The median wage is $60K / yr.
$57.3K - $64.3K
14% of jobs
$64.3K - $71.2K
12% of jobs
$75.1K is the 75th percentile. Wages above this are outliers.
$71.2K - $78.2K
9% of jobs
$78.2K - $85.1K
7% of jobs
$85.1K - $92.1K
6% of jobs
$92.1K - $99K
4% of jobs
$99K - $106K
3% of jobs
$29.5K
$65.8K
$106K
How much do trust account manager jobs pay per year?
As of Jun 12, 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?
| Aspect | Trust Account Manager | Trust Accountant |
|---|---|---|
| Credentials | Certifications in trust accounting, financial management | Accounting certifications, CPA often preferred |
| Work Environment | Client-facing, managing trust accounts, liaising with legal or real estate firms | Back-office, preparing financial statements, reconciling accounts |
| Employer & Industry | Law firms, real estate agencies, financial institutions | Accounting firms, legal practices, trust companies |
| Search & Comparison | Often compared for trust management roles, client interaction | Compared 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 trust law and financial regulations.
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.
How much does a bank charge to manage a trust account?
Trust Account Managers typically do not set bank fees; instead, banks charge a management fee that can range from 0.25% to 1% of the trust assets annually. These fees vary based on the bank, account size, and services provided, and may include additional charges for transactions or administrative tasks. Professionals managing trust accounts should understand these costs as part of their client service responsibilities.
How much does an account manager get paid?
Trust Account Managers typically earn a median annual salary ranging from $50,000 to $80,000, depending on experience, location, and the size of the organization. Salaries can increase with certifications, such as Certified Trust and Financial Advisor (CTFA), and experience managing complex accounts or compliance requirements.
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 job makes $10,000 a month without a degree?
A Trust Account Manager can earn $10,000 or more per month, especially with experience and certifications in finance or banking. This role involves managing client funds, ensuring compliance, and requires strong organizational and communication skills. High earnings are often linked to seniority, client portfolio size, and industry demand.
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.
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:
What job categories do people searching Trust Account Manager jobs look for? The top searched job categories for Trust Account Manager jobs are:
Job description
Description
As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements.
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.
Requirements
- Trust Administration: Oversee the administration of trust accounts, including establishing trusts, managing trust assets, and ensuring compliance with trust agreements and applicable laws.
- Client Relationship Management: Serve as the primary point of contact for high-net-worth clients, addressing their inquiries, providing guidance on trust-related matters, and cultivating strong relationships to understand their financial goals and needs.
- Fiduciary Duties: Fulfill fiduciary responsibilities by acting in the best interests of trust beneficiaries, making prudent investment decisions, and executing trust distributions and disbursements accurately and timely.
- Asset Management: Partner with Portfolio Managers to develop and implement investment strategies for trust assets in alignment with clients' risk tolerance, investment objectives and applicable legal requirements.
- Risk Management: Assess and mitigate risks associated with trust administration, investment activities, and regulatory compliance, ensuring the protection of client assets and interests.
- Compliance: Stay abreast of regulatory changes and ensure adherence to trust laws, tax regulations, and industry standards to maintain compliance and mitigate legal risks.
- Documenting and Reporting: Prepare and maintain accurate trust documentation, including trust agreements, investment records, and financial reports, and provide comprehensive reporting to clients and regulatory authorities as required.
- Team Collaboration: Collaborate with internal Trust Experts, including Portfolio Managers, Legal and Compliance to address complex trust issues, resolve client concerns, and optimize trust administration process
- Assist clients with inquires, request and account maintenance.
- Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.
- Maintain accurate client records and documentation.
Experience, Education, Knowledge, and Skills
- Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)
- Extensive experience (3-5 years) in trust administration, estate planning or wealth management preferably with a trust company or financial institution.
- In-depth knowledge of trust laws, fiduciary responsibilities, investment principles, and tax implications related to trust accounts.
- Strong analytical skills with the ability to assess complex financial situations and develop strategic solutions.
- Excellent communication and interpersonal skills for effectively interacting with clients, colleagues, and external stakeholders.
- Proficiency in trust administration software and Microsoft Office Suite.
- Commitment to upholding ethical standards, maintaining confidentiality, and delivering exceptional service to clients.
About Midwest Trust
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Overland Park, KS, US