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Trust Account Jobs (NOW HIRING)

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.

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 ...

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 ...

Katten

Trust and Estates Administrator

New York, NY · On-site

Ensure estate and trust accounts are properly funded to meet tax and expense obligations, coordinate fund transfers when necessary * Prepare receipts and releases related to estate and trust ...

Northwest

Trust Officer

Wilkes Barre, PA

PA0454 Wilkes-Barre The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business ...

Northwest

Trust Officer

Erie, PA

PA0220 Erie - 8th & State The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new ...

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$29.5K

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How much do trust account jobs pay per year?

As of Jul 17, 2026, the average yearly pay for trust account 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 are some common challenges faced when managing trust accounts, and how can they be addressed?

One of the main challenges in managing trust accounts is maintaining strict compliance with legal and ethical guidelines, as even minor errors in record-keeping or handling client funds can have serious consequences. Professionals in this role must ensure accurate transaction tracking, regular reconciliation, and timely reporting to avoid discrepancies. Effective use of specialized trust accounting software and ongoing training on regulatory changes can help address these challenges. Additionally, clear communication with clients and other team members is crucial for transparency and efficient workflow.

What is the difference between Trust Account vs Bookkeeper?

AspectTrust AccountBookkeeper
Required CredentialsOften requires certification or licensing depending on jurisdictionTypically requires bookkeeping certification or relevant experience
Work EnvironmentFinancial institutions, law firms, real estate agenciesSmall to large businesses, accounting firms
Employer & Industry UsageLegal, real estate, financial sectorsVarious industries including retail, healthcare, and services

While both Trust Account managers and Bookkeepers handle financial records, Trust Account specialists focus on managing client funds held in trust, often requiring specific certifications. Bookkeepers maintain general financial records for businesses. The roles overlap in record-keeping but differ in scope and regulatory requirements.

What is a trust account?

A trust account is a special type of financial account that is managed by one party (the trustee) on behalf of another party (the beneficiary). These accounts are commonly used by lawyers, real estate agents, and other professionals to hold funds that belong to clients or third parties, ensuring the money is kept separate from the business’s own funds. Trust accounts are highly regulated and must follow strict rules to prevent misuse or commingling of client funds. They provide transparency and protection for all parties involved in financial transactions.

What does a trust accountant do?

A trust accountant manages and oversees trust accounts, ensuring accurate record-keeping, compliance with legal requirements, and proper handling of client funds. They prepare financial statements, reconcile accounts, and may use accounting software to track transactions and maintain transparency within legal and ethical standards.

What is the highest paid type of accountant?

For trust accountants, senior roles such as Trust Accounting Managers or Certified Public Accountants (CPAs) specializing in trust and estate planning tend to have the highest salaries. These positions often require advanced certifications, experience, and expertise in legal and financial regulations, leading to higher compensation compared to entry-level roles.

Can you make $500,000 a year as an accountant?

Earning $500,000 annually as an accountant is possible but typically requires senior-level positions such as CFO or partner in large firms, extensive experience, specialized skills, and often a CPA certification. Most accountants earn significantly less, with high earners often working in executive or specialized roles in large organizations. Achieving this income level usually involves advanced responsibilities, leadership, and a strong professional network.

Is trust accounting hard?

Trust accounting can be complex because it involves managing and reconciling client funds separately from business accounts, often requiring attention to detail and knowledge of legal and regulatory requirements. Accuracy and organization are essential, and familiarity with accounting software or spreadsheets can help manage the workload effectively.

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, attention to detail, and knowledge of trust laws and regulations, typically supported by a relevant degree or certification such as CPA or CTFA. Familiarity with trust accounting software, financial reporting systems, and compliance tools is essential. Strong analytical skills, integrity, and effective communication set outstanding professionals apart in this role. These competencies ensure proper management of client assets, regulatory compliance, and the building of trusted client relationships.
More about Trust Account jobs
What are the most commonly searched types of Trust Account jobs? The most popular types of Trust Account jobs are:
What job categories do people searching Trust Account jobs look for? The top searched job categories for Trust Account jobs are:
Infographic showing various Trust Account 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 Administration - Trust Officer Senior

Trust Administration - Trust Officer Senior

Kestra Holdings

Wilmington, DE • On-site

Full-time

Medical, Retirement

Re-posted 21 days ago

Job description

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company's primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust's expertise in trust services. Arden Trust's advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
Lead with Purpose. Partner with Impact.
As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration in addition to other discretionary account types. You will ensure client satisfaction of trust beneficiaries and referring financial advisors in support of business objectives.
What You'll do
  • Delegate's assignments to subordinates.
  • Analyze organizational data.
  • Participate in discovery of new business opportunities.
  • Perform administrative reviews.
  • Implements strategic policies to obtain results.
  • Establish and assure adherence to budgets, schedules, work plans and performance requirements.
  • 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 you'll Bring
  • Bachelor's degree in business administration or other related discipline or comparable combination of education/training and work experience.
  • Working knowledge of all types of Fiduciary relationships including management of special needs trusts.
  • Persuasive relationship management.
  • Leadership
  • Organizational and Prioritization

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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