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Trust Account Manager Jobs (NOW HIRING)

Northwest Bank

Trust Officer

Wilkes Barre, 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 ...

Northwest

Trust Officer

Erie, 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 Assist ...

First Western

Trust Officer

Jackson, WY

$85K - $110K/yr

Trust Officer Location : Jackson, Wyoming (In-Office) Job Type : Full-Time Exempt Salary Range ... Meets with beneficiaries and wealth management clients to review relationships, accounts, discuss ...

Kestra Holdings

Senior Trust Officer

Dallas, TX · On-site

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 ...

Parallel Advisors

Trust Officer

Beverly Hills, CA · Hybrid

Managing trust assets, including conducting annual fiduciary administrative reviews (Reg 9 style), ensuring accounts remain compliant with internal policies and regulatory expectations, maintaining ...

Northwest Bank

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 ...

Parallel Advisors

Trust Officer

San Francisco, CA · Hybrid

Managing trust assets, including conducting annual fiduciary administrative reviews (Reg 9 style), ensuring accounts remain compliant with internal policies and regulatory expectations, maintaining ...

Northwest Bank

Trust Officer

Erie, 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 ...

First Western

Trust Officer

Jackson, WY · On-site

$85K - $110K/yr

Trust Officer Location : Jackson, Wyoming (In-Office) Job Type : Full-Time Exempt Salary Range ... Meets with beneficiaries and wealth management clients to review relationships, accounts, discuss ...

First Western

Trust Officer

Jackson, WY · On-site

$85K - $110K/yr

Trust Officer Location : Jackson, Wyoming (In-Office) Job Type : Full-Time Exempt Salary Range ... Meets with beneficiaries and wealth management clients to review relationships, accounts, discuss ...

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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 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?

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 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.
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Trust Account Manager jobs near you
Infographic showing various Trust Account Manager job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,816 per year, or $31.6 per hour.
Trust Officer

Trust Officer

Northwest Bank

Wilkes Barre, PA • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

PA0454 Wilkes-Barre

Job Description

The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.


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 customer account transactions daily
  • Oversee / schedule client distributions / bill payments
  • Schedule client meets on periodic basis
  • Review financial / investment markets daily
  • Prepare / review customer documentation and agreements
  • Manage personal workload/workflow
  • Administer Trust relationships appropriately
  • Conduct regular investment review of portfolio with Investment Officer
  • Administer Guardianship accounts
  • Administer Custodian accounts
  • Assure appropriate management of IRA's and funds
  • Assure accurate / timely settlement of Estates
  • Respond to Employee Benefit inquiries appropriately
  • Develop a high community profile
  • Initiate and author client correspondence
  • Cultivate potential referrals from exist accounts
  • Analyze accurate customer needs
  • Recommend investment / trust alternatives
  • Perform presentations / meets with prospects
  • Finalize new agreements with customers
  • Coordinate and prepare information for RFP requests
  • Cross sell other Bank products and services
  • Recommend improvements to procedures
  • Maximize technology tools available
  • Assure accurate information passed to Trust Operations
  • Oversee system cod on individual accounts
  • Self-learn / knowledge of Microsoft Office / Trust Account System
  • Self-learn / knowledge of Internet & Email
  • Minimize departmental non-payroll costs
  • Adhere to stated Trust department fee schedules
  • Minimize nonstandard fee schedules

Additional Essential Functions
  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
  • Work as part of a team
  • Work with on-site equipment

Safety and Health for Supervisors with Direct Reports
  • Provide leadership and positive direction for maintaining the safety and loss prevention program
  • Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified
  • Help implement emergency procedures

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
Bachelor's DegreeBusiness / Finance / Related
Preferred Work Experience
8 - 12 years relevant experience
Customer service or sales experience
General Supervisory/Manager Knowledge, Skills, and Abilities
  • Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
  • Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
  • Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
  • Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
  • Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
  • Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
  • Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
  • Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters

Additional Knowledge, Skills and Abilities
Team player
Excellent organizational and time management skills
Ability to analyze financial data
Strong client relationship management skills
Excellent interpersonal and communication skills

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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