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Trust Account Manager Jobs (NOW HIRING)

M&T Bank

Trust Administrator

Wilmington, DE

$24.87 - $41.45/hr

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

M&T Bank

Trust Administrator

Wilmington, DE · On-site

$24.87 - $41.45/hr

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

Benesch

Trust Accountant

Cleveland, OH · Hybrid

$84K - $102K/yr

... Manage trust account audits and coordinate responses to any state bar compliance reviews or inquiries. 7. Develop and maintain written trust accounting policies and procedures 8. Evaluate and ...

Benesch Law

Trust Accountant

Cleveland, OH · On-site

$84K - $102K/yr

... Manage trust account audits and coordinate responses to any state bar compliance reviews or inquiries. 7. Develop and maintain written trust accounting policies and procedures 8. Evaluate and ...

Midwest Trust Company

Trust Officer

Westerville, OH

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 ...

Practifi

Account Manager

$105K - $125K/yr

Account Manager: Where Your Impact Actually Matters About Practifi (The Real Story) We build ... Bank-affiliated practices and trust companies that operate inside real regulatory and governance ...

BGM Group

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 ...

Advanta IRA

Client Account Manager

Clearwater, FL · On-site

$50K - $53K/yr

Input client and transaction data into CRM System and Trust Account software. * Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and ...

New

Plante Moran

Trust Manager - Michigan

Grand Rapids, MI · On-site

Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including ... Contribute to the internal management of the organization through participation in specified ...

Teton Trust Company

Trust Officer

Jackson, WY · On-site

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.

Plantemoran

Trust Manager - Chicago

Chicago, IL

Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including ... Contribute to the internal management of the organization through participation in specified ...

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Trust Account Manager information

See salary details

$29.5K

$65.8K

$106K

How much do trust account manager jobs pay per year?

As of Jul 18, 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.
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Trust Account Manager jobs near you
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 Administrator

Trust Administrator

M&T Bank

Wilmington, DE

$24.87 - $41.45/hr

Full-time

Re-posted 21 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 184 frontline employees who took The Breakroom Quiz

76th of 149 rated banks

Job description

Overview:

Under supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer's discretion. Escalates risk issues identified in work assignments. Follows best practices and adheres to controls over efficiency and risk management. Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management within client relationships.

Primary Responsibilities:
  • Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion.
  • Serve as primary point of contact for the client on the trust account relationship, with supervision; communicate regularly with the client on trust matters and support overall trust administration management.
  • Ensure high-level client service through timely and appropriate interactions with the client, the client's advisors, and internal partners as necessary.
  • Develop relationships with clients to best support administration of their trust accounts and provide assistance to facilitate client requests and meet distribution needs.
  • Ensure activities adhere to account administration policies and procedures.
  • Develop and maintain comprehensive knowledge of systems leveraged to deliver client service and maintain account records.
  • Assist with preparing business and client presentations as requested, with supervision.
  • Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.
  • Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates as well as industry standards and practices.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

An important component of the position is the ability to work well as a member of a team and communicate internally with client relationship team members, market leadership, Tax Liaison Team, Legal and Compliance, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.

Supervisory/Managerial Responsibilities:

Not Applicable

Education and Experience Required:

Associates degree and a minimum of 1 years' experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or work experience, including a minimum of 1 years' experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience

Self-motivated

Proven verbal and written communication skills

Proven presentation skills

Proven organizational skills

Strong customer focus

Proficiency with personal computers

Experience maintaining high level of integrity and professionalism

Education and Experience Preferred:

Bachelor's degree

Minimum of 1 years' estates and trust experience

CTFA (Certified Trust and Financial Advisor) certification

Ability to read and interpret governing instruments related to account administration

Strong interpersonal skills

Physical Requirements:M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationWilmington, Delaware, United States of America

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