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Trust Account Jobs (NOW HIRING)

Northwest Bank

Trust Officer

Erie, PA · On-site

Review customer account transactions daily * Oversee / schedule client distributions / bill ... Administer Trust relationships appropriately * Conduct regular investment review of portfolio with ...

Northwest Bank

Trust Officer

Wilkes Barre, PA · On-site

Review customer account transactions daily * Oversee / schedule client distributions / bill ... Administer Trust relationships appropriately * Conduct regular investment review of portfolio with ...

Northwest

Trust Officer

Erie, PA · On-site

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 ...

Kestra Holdings

Senior Trust Officer

Dallas, TX · On-site

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 ...

Northwest Bank

Trust Officer

Wilkes Barre, PA · On-site

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 ...

First Western

Trust Officer

Jackson, WY

$85K - $110K/yr

Trust Officer Location : Jackson, Wyoming (In-Office) Job Type : Full-Time Exempt Salary Range ... Monitor and control risks related to account administration including review and approval of ...

Northwest Bank

Trust Officer

Erie, PA · On-site

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 ...

Parallel Advisors

Trust Officer

Beverly Hills, CA · Hybrid

Overseeing trust account setup, asset transfers, and ongoing recordkeeping * Ensuring documentation and fiduciary decision-making processes meet regulatory standards * When serving as trustee or co ...

Parallel Advisors

Trust Officer

San Francisco, CA · Hybrid

Overseeing trust account setup, asset transfers, and ongoing recordkeeping * Ensuring documentation and fiduciary decision-making processes meet regulatory standards * When serving as trustee or co ...

carltonfields

Trust Specialist

Tampa, FL · On-site

Trust account transactions for legal settlements * Client retainers * Petty Cash * General bookkeeping Minimum Requirements * Minimum of 3 years of experience in bookkeeping, preferably in a law firm

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How much do trust account jobs pay per year?

As of Jun 12, 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 and compliance with legal and financial regulations. They handle transactions, prepare financial reports, and may use accounting software to track funds held in trust for clients or beneficiaries.

What is the highest paid type of accountant?

For trust accountants, senior roles such as Trust Accounting Managers or Directors tend to be the highest paid, often earning six-figure salaries. Specializations in forensic accounting or working in large financial institutions can also command higher compensation, especially with relevant certifications like CPA or CFA.

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 working in high-paying industries or managing large client portfolios. Most accountants earn significantly less, with salaries increasing with experience, certifications like CPA, and managerial responsibilities.

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.

What job makes $10,000 a month without a degree?

Trust accountants or bookkeepers managing high-value client accounts can earn around $10,000 monthly without a formal degree, especially with experience and certifications like CPA. Other high-paying roles without degrees include sales managers, real estate brokers, or entrepreneurs in certain industries, but these often require skills, licenses, or significant experience.
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 June 2026, with employment types broken down into 77% Full Time, 14% Part Time, 1% Temporary, and 8% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.
Senior Trust Officer

Senior Trust Officer

Capital First Trust Company

Milwaukee, WI • On-site

$90K - $115K/yr

Full-time

Posted 15 days ago

Job description

Senior Trust Officer


Responsible for the day-to-day management and administration for a wide variety of trust accounts, which might include Settlement, Special Needs, SAM Trusts, Directed Trusts, court supervised trusts, Directed Trusts, Simple Trusts, Complex Trusts, Unitrusts, and ILITs ensuring compliance with applicable laws, regulations, policies and procedures. May manage associates at the discretion of Executive Management and/or Senior Management.


Role Responsibilities


Trust Administration

  • Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities.
  • Act as lead communicator with clients regarding strategic financial planning.
  • Respond promptly to client distribution requests and make distributions of cash and assets as required, while strictly following department procedures regarding verbal confirmation for electronic distribution requests.
  • Understand the needs of and duties to the principals, income beneficiaries and remaindermen.
  • Professional advisor to trust beneficiaries, third party administrators and other service professionals.
  • Comply with Trust Administration checklists related to opening and closing of accounts; and account reviews.
  • Monitor the completion of trust tax returns.
  • Complete annual account reviews as required by the South Dakota Division of Banking.
  • Prepare appropriate presentations for Trust Committee review.
  • Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.
  • May participate as a member of the Trust Committee, including any sub-committees, as approved by the Board of Directors.
  • May lead or participate in projects outside of Trust Administration.

Human Resources (Only applicable if Senior Trust Officer Manages an Associate(s)

  • Responsible for performance reviews, coaching and mentoring.
  • Ensure that a development plan is in place for each associate.

Competencies


Leadership Skills

  • Act as a champion for clients, ensuring that decisions and actions help them achieve their goals.
  • Build partnerships with the Company's key settlement planners and investment advisors.
  • Collaborate across the Company to achieve results.
  • Promote a positive and professional work environment.
  • Coach and mentor developing employees to meet their goals.
  • Delegate tasks and empower associates appropriately.
  • Help supervise seasonal and/or temporary employees.
  • Recognize and reward strong performers.
  • Demonstrates personal resilience and a commitment to continuously learning.

Communication Skills

  • Excellent verbal, written and interpersonal communication skills.
  • Ability to communicate effectively with clients; interact with beneficiaries, courts and other third-party professionals.
  • Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills

  • Strong analytical skills with high attention to detail and accuracy.
  • Proficiency using Office Suite of applications.
  • Skilled with trust accounting software.
  • Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

  • Possess strong decision-making and organizational skills.
  • Coordinate all aspects of fiduciary taxation with third parties.
  • Regularly update client interactions in CRM database.

Judgment

  • Understand Company's overall strategy and guiding principals and demonstrate visible commitment.
  • Work proactively to quickly identify and escalate issues, problems.
  • Successfully demonstrates superior client engagement as evidenced by positive feedback to Management.
  • Able to identify common attempts at information security scams, like email phishing.

Role Qualifications

  • Demonstrated examples of leadership capabilities, including ability to handle more complex trust accounts and assuming projects in addition to assigned account load.
  • Demonstrate expert knowledge of trust concepts and Capital First trusts.
  • 4+ years of technical expertise in the area of trust administration or client-facing legal or financial services.
  • Previous experience in a leadership role with responsibilities managing others or providing coaching, mentoring and education to others in the Company.
  • Some travel required for business development opportunities.
  • Undergraduate degree.
  • Spanish speaking is a plus.
  • Trust and estate or financial background.
  • JD, CTFA, or CFP certification a plus.