ZipRecruiter

Log In

1

Trust Account Manager Jobs (NOW HIRING)

The Forge Companies

Trust Officer

Brentwood, TN · On-site

Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate ...

The Forge Companies

Trust Officer

Brentwood, TN

Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate ...

Robert Half

Trust Accountant

Milwaukee, WI · On-site

$36.54 - $42.31/hr

Collaborate with investment and wealth management partners to help align account activity with ... At least 2 years of experience in trust administration, trust accounting, wealth management ...

Robert Half

Trust Accountant

Walnut Creek, CA · On-site

$30 - $40/hr

This position supports the firm's finance operations by managing trust accounting activities ... Responsibilities: * Monitor trust account activity to ensure handling practices align with ...

MLabs

Founding Account Manager

New York, NY · On-site

$100K - $180K/yr

... trust. * Account Governance & Cadence: Drive executive updates, oversee SLA compliance, manage ... escalation pathways, and build tailored account success plans. * Risk Mitigation & Retention:

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 ...

previous pagenext page

Showing results 21-40

All JobsTrust Account JobsTrust Account Manager Jobs

Trust Account Manager information

See salary details

$29.5K

$65.8K

$106K

How much do trust account manager jobs pay per year?

As of Aug 8, 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 is a trust account manager?

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 are the key skills and qualifications needed to thrive as a trust account manager?

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:
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 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.

Trust Officer

The Forge Companies

Brentwood, TN • On-site

Full-time

Posted 19 days ago

Job description

Job Summary
The Trust Officer I is responsible for providing comprehensive administrative support to an assigned Trust Officer, while independently managing up to 30 special needs trust client accounts. The Trust Officer I handles both the administrative support for the assigned Trust Officer as well as the complete administration of the assigned client accounts. This person will assist with the daily administration of special needs trust accounts, monthly and annual projects, and be tasked with acting as a backup to Trust Officers who are out of the office.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Case management coordination: maintaining communication with case management team including Consultant, Servicing Advisor and Attorney;
  • Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate software systems/reporting tools;
  • Responsive and proactive client contact: ensuring timely responses to client requests including reaching out to current clients in a proactive manner and exercising attention to an excellent client experience;
  • Review daily reports/transactions: monitoring the prior day's account activity in the appropriate software system;
  • Monitor trust client account cash levels in line with anticipated distributions and coordinate with the Investment Manager when cash needs to be raised from the investment portfolio;
  • Payment submission/logging: documenting every distribution for payment under the supervision of a Trust Officer and submit through the proper workflow channel;
  • Documentation of discretionary authority/drafting memos: preparing the documentation of requested and/or approved distributions and submitting it through the proper workflow channels, including maintaining documentation of requests and approval of distributions;
  • Oversee the onboarding of new accounts: assisting with the review and approval of account set- up, completeness of client documentation, and production and distribution of welcome packets;
  • Perform administrative reviews: working with the supervising Trust Officer, as well as independently on assigned accounts to review recently opened accounts and assist with annual reviews of;
  • Tax filing requirement: ensuring that appropriate tax documentation is prepared and provided for a trust account;
  • Real estate and other asset purchases/reviews: ensuring that proper steps are taken to purchase and maintain any real estate or other asset transactions;
  • Partner with the assigned internal or external investment advisors to accomplish investment objectives for client accounts;
  • Account Administration: Administer assigned client trust accounts in accordance with the trust agreement and client specifications, acting as the personal representative of an estate, agent under a custody agreement, safekeeping or investment management arrangement;
  • Process trust business through multiple interfaces including Microsoft Excel and the Customer Relationship Management (CRM) platform;
  • Trust knowledge: possessing and updating technical fiduciary knowledge in the areas of trusts, tax, fiduciary investing, regulation, compliance as well as having a focus on special needs and/or estate planning trusts.
  • Performs other duties as assigned.

Desired Knowledge, Skills, and Abilities
  • Bachelor's degree in related field or equivalent education, training and experience.
  • At least 3 years within investment banking, trust administration, customer service or related field.
  • Certified Trust Financial Advisor (CTFA) is a plus.
  • Completion of Cannon Trust School or comparable program.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills.
  • Strong supervisory and leadership skills.
  • Ability to prioritize tasks and delegate them when appropriate.
  • Thorough understanding of financial and administrative procedures and policies.
  • Proficient with Microsoft Office Suite or related software.
  • Proficient with or able to quickly learn about the administrative and financial systems and applications used in the organization.

Physical Requirements
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.

Travel Requirements
  • Less than 5% of the time, but occasional travel is necessary.

#LI-AR

Apply