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Trust Account Manager Jobs (NOW HIRING)

MLabs

Founding Account Manager

New York, NY

$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:

Hancock Whitney Bank

Your account will provide you access to your application information. The email address used in ... Manages and develops new business for real estate trust and asset management relationships.

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 ...

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 ...

Capital First Trust Company

Trust Officer

Milwaukee, WI · On-site

$80K - $100K/yr

Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...

Plante Moran

Trust Manager - Michigan

Grand Rapids, MI · On-site

$115.50 - $150/hr

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

Plantemoran

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 ...

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 ...

Plante Moran

Trust Manager - Chicago

Chicago, IL · On-site

$115.50 - $150/hr

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

Plantemoran

Trust Manager - Chicago

Chicago, IL · 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 ...

Plantemoran

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 ...

Plantemoran

Trust Manager - Michigan

Southfield, 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 ...

Greenfield Banking Company

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 ...

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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 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.
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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 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 Real Estate Manager

Hancock Whitney Corp.

Mandeville, LA • On-site

Full-time

Posted 21 days ago

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Manages and develops a complex portfolio of specialty assets and large client relationships for Trust and Asset Management accounts.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Manages and develops new business for real estate trust and asset management relationships.
  • Provides specialty assets management and client services for a complex portfolio of specialty assets in accordance with the terms of governing documents, client investment needs, applicable federal, state, and local laws and regulations, and Bank/Trust Department policies and procedures.
  • Provides clients with solutions to specialty assets or account problems; designs, structures, and manages individual assets or portfolios to meet specific client objectives and investment performance; provides in-depth portfolio analysis to ensure proper diversification.
  • Acts as the specialty assets management representative for internal partners focusing on exceptional service delivery and new business development in a specific or regional geographic area.
  • Supports Wealth Team's business development activities and initiatives to attain sales goals.
  • Keeps current with all developments, applicable laws and regulations within individual field and may provide advice to more junior asset managers, relationship managers, investment officers and/or business development officers as necessary.
  • Represents Bank on boards or committees related to businesses or institutions for which the Trust Department provides a service.
  • Analyzes, studies, and gains full understanding of governing and legal documents.
  • Assures the specialty assets management and account activities are in compliance with Bank/Trust Department policies, procedures, and any applicable federal/state laws and regulations.
  • Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, lessors, and other parties who have an interest in any aspect of a specialty asset or its account.
  • Seeks guidance and may advise management and members of the Specialty Assets Management Governance Committee or Trust Administrative Committee on questions or concerns regarding the administration and management of specialty assets and accounts.
  • Represents the company in business activities and serves as a contact for customers, attorneys, CPAs and beneficiaries relating to assets and accounts under management.
  • May mentor more junior asset managers and administrators on all aspects of managing, servicing, and developing specialty assets and trust relationships.
  • Documents in accordance with Trust policy and keeps current records on all property held at the direction of the settlor or owner.
  • Directs collection of earnings from sale of assets and placement of proceeds in trust account.
  • In consultation with internal partners, produces proposals for new business pricing or terms.
  • Reviews financing documents to assure that the Bank is comfortable with all terms and conditions that may require the hiring of trustee counsel to represent the Bank in the transaction and the negotiation of terms of the documents.
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Requires a Bachelor's degree, preferably in Business, Finance, or Accounting, and three (3) of professional real estate, oil & gas, or other specialty assets services experience and/or training. An equivalent combination of education and related experience may be considered.
  • Trust administration/operations, banking, or financial services experience and an understanding of the banking industry preferred.
  • Supervisory experience preferred.
  • Industry licensing and/or certifications preferred but not required.
  • Must be able to demonstrate experienced knowledge of specialty assets management and administration.
  • Basic knowledge of Microsoft Office applications, including Excel, PowerPoint, and Office required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to travel if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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