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Trust Account Jobs (NOW HIRING)

BGM Group

Trust Associate

Sioux Falls, SD · On-site

This position supports the day-to-day administration of trust accounts and client relationships. You will work closely with Trust Officers to assist with client service, account administration ...

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 ...

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 ...

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 ...

The Arc of New Mexico

Trust Director

Albuquerque, NM · On-site

Oversee pooled trust fund distributions and maintenance of trust account files Administer trust assets in accordance with governing trust agreements, fiduciary obligations, applicable laws, and ...

Katten

Trust and Estates Administrator

New York, NY · Hybrid

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 ...

The Arc of New Mexico

Trust Director

Albuquerque, NM · On-site

Oversee pooled trust fund distributions and maintenance of trust account files Administer trust assets in accordance with governing trust agreements, fiduciary obligations, applicable laws, and ...

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Trust Account information

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$29.5K

$65.8K

$106K

How much do trust account jobs pay per year?

As of Aug 8, 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 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 August 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.

Trust Operations Assistant

Westamerica Bank

Sacramento, CA • On-site

$18 - $21.75/hr

Full-time

Re-posted 25 days ago

Westamerica Bank rating

7.6

Company rating: 7.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

99th of 170 rated banks

Job description

Description:

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Under General Supervisorial Direction: Processes the daily accounting activities of the Trust Department.


Weekly Hours: 40


ESSENTIAL FUNCTIONS:

  • Processes all cash receipts and disbursements, and settlements with the back office provider. Prepares various month end reconciliations/certifications. Prepares and distributes various departmental reports and statements.
  • Processes all associated trust account transactions on the trust system, i.e., sets up, maintenance and closes accounts; receives new assets and instruments; transfers of securities; input of security purchase and sale orders.
  • Performs all accounting duties associated with the fee billing activities, i.e., generating and distributing monthly fee reports, process monthly fees (system & manual), monitoring outstanding fee issues, setting up and maintaining fee schedules.
  • Serves as the technical expert for trust accounting related questions. Serves as system administrator for all trust systems.
  • Maintains a working knowledge of all laws and regulations affecting designated areas of responsibility. Ensures all departmental accounting activities are in compliance with established policies & procedures and regulatory & fiduciary standards. Prepares regulatory reports. Completes assigned compliance training courses, BCG, and Bank regulating agencies’ training affecting designated areas of responsibility.
  • Performs other job related duties and participates in special projects as requested.
Requirements:

Previous operational experience in a trust department where incumbent has an understanding of trust recording, documentation and accounting procedures. Incumbent must be PC literate and have operational knowledge of a trust accounting software, SEI Trust system experience highly desired. College level course work in finance, accounting, or trust operations desired. Incumbent must possess excellent analytical, organizational, intermediate mathematical, interpersonal and communication skills.

PHYSICAL DEMANDS:

Work extensively with multiple reports. Uses a PC to input and retrieve data.

MENTAL DEMANDS:

  • Prioritize multiple demands with conflicting deadlines to ensure all requested transactions are completed within established time frames.
  • Read, report, identify discrepancy and determine where to research.
  • Successfully implement new procedures to safeguard trust accounts and ensure compliance with various state, federal and institutional regulations.
  • Apply intermediate mathematical formulas to determine if system and manually generated fees are correct.

EQUIPMENT USED TO PERFORM FUNCTIONS:

PC, Fax, Telephone, 10-key, Copier

DECISION MAKING:

  • Identify the most expedient means to resolve discrepancies when reconciling system generated accounting reports.
  • Implement new procedures to bring operational activities into compliance with federal, state and institutional requirements.
  • Evaluate and prioritize workflow to ensure timely processing of trust transactions.

EOE

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