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Trust Administrator Jobs (NOW HIRING)

Osaic

Trust Administrator I

Henderson, NV · On-site

$45K - $55K/yr

Trust Administration Opportunity in Financial Services Trust Administrator I Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074 Type: Full-time (on-site) Salary: $45,000 - $55,000 per ...

Bank of Montreal

Trust Administrator

Chicago, IL · On-site

$57K - $106K/yr

Manages trust, agency or probate accounts in the role of trustee. * May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship ...

Kestra Holdings

Trust Administrator II

Wilmington, DE · On-site

Bachelor's degree in business administration or other related discipline or the equivalent combination of education, training, or work experience. * 3 - 5 year's Trust Administrator experience.

WSFS Bank

Corporate Trust Administrator

Wilmington, DE · On-site

$45K - $74K/yr

The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day transactions including payments, tickler review, account set up, account reviews and other compliance ...

Wsfsbank

Corporate Trust Administrator

Wilmington, DE · On-site

$45K - $74K/yr

The Corporate Trust Administrator will be responsible to manage and/or oversee the day-to-day transactions including payments, tickler review, account set up, account reviews and other compliance ...

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Trust Administrator information

See salary details

$36.5K

$74.7K

$106K

How much do trust administrator jobs pay per year?

As of Aug 12, 2026, the average yearly pay for trust administrator in the United States is $74,696.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What are some common challenges trust administrators face when managing multiple client accounts simultaneously?

Trust Administrators often manage several client accounts at once, which requires strong organizational skills and attention to detail. Common challenges include keeping up with diverse regulatory requirements, meeting strict reporting deadlines, and ensuring accurate record-keeping for each trust. Effective communication with clients, beneficiaries, and legal or financial advisors is also essential to address unique client needs and resolve any issues promptly. Adapting to evolving compliance standards and technology platforms is another key aspect of the role.

What is the difference between Trust Administrator vs Trust Officer?

AspectTrust AdministratorTrust Officer
CredentialsTypically requires a bachelor's degree in finance, law, or related field; certifications like CTFA are commonSimilar credentials; often holds certifications like CTFA or CFP
Work EnvironmentWorks in trust departments of banks, financial institutions, or law firmsWorks in banks, trust companies, or wealth management firms
ResponsibilitiesAdministers trusts, manages accounts, ensures compliance, handles documentationOversees trust portfolios, develops client relationships, provides financial advice

While both roles involve trust management, Trust Administrators focus on day-to-day trust account administration and compliance, whereas Trust Officers often have a broader role including client relationship management and financial planning. The roles are closely related and often overlap, but Trust Officers typically have more client-facing responsibilities.

What is a trust administrator?

A trust administrator manages the financial assets in trust funds. As a trust administrator, your clients expect you to make decisions in good faith that are in their best interest financially. Your job duties include opening and closing accounts and setting up trust funds, beneficiaries, and deed documents according to state and federal regulations. You also file and pay taxes, disburse payments to clients, and communicate with clients on a regular basis. You need strong communication skills and in-depth knowledge of trust administration.

What are the key skills and qualifications needed to thrive as a trust administrator, and why are they important?

To thrive as a Trust Administrator, you need a solid understanding of trust law, estate planning, and financial services, typically supported by a bachelor's degree in finance, accounting, or a related field. Familiarity with trust accounting software, fiduciary management systems, and sometimes certifications like CTFA (Certified Trust and Fiduciary Advisor) is common. Exceptional attention to detail, strong organizational skills, and effective communication are crucial soft skills for managing sensitive client relationships and complex documentation. These skills ensure the accurate administration of trusts, compliance with regulations, and the delivery of high-quality client service.
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Trust Administrator jobs near you
Infographic showing various Trust Administrator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $74,696 per year, or $35.9 per hour.

Trust Administrator- 3633588

AMS Staffing, Inc.

Cleveland, OH • On-site

$85K - $95K/yr

Full-time

Re-posted 8 hours ago

Job description

Job Title: Trust Administrator

Location: Cleveland OH 44114

Salary/Payrate: $85K-$95K annually and AWESOME benefits!!!

Work Environment:  Onsite

Term: Permanent / Fulltime

Bachelor’s degree required:  No

Referral Fee: AMS will pay $500 should the person you refer gets hired


JOB DESCRIPTION

Trust Administrator:

  • Coordinate with the attorney on preparation of trust summary for file.
  • Confirm copy of trust instrument is in physical and digital file and coordinate with attorney’s assistant as needed to ensure documents are in file as required.
  • Prepare correspondence and communicate directly with the client, trust beneficiaries, financial institutions, and other parties regarding trust matters as authorized by attorney.
  • Request all documentation needed from client and financial institutions regarding asset information and potential liabilities.
  • Note location of Tangible Personal Property stored in house in Centerbase and assist with ensuring Tangible Personal Property is (1) stored appropriately, and (2) distributed in accordance with estate plan and consistent with firm policy.
  • Complete Form 56, any necessary requests for income, gift tax, or business returns or transcripts as instructed by attorney, prepare Form SS-4 and tax authorizations to obtain tax ID, prepare Form 2848, and any other requests for tax information.
  • Prepare required trust notices to beneficiaries.
  • Prepare Trustee acceptance and resignation documents.
  • Prepare Certifications of Trust.
  • Prepare asset and liabilities spreadsheet for tracking of the same.
  • Start trust accounting in GEMS or FAS. (will be trained)
  • Run EVP reports and other date of death valuations as needed for non-probate assets. Communicate appropriate basis information to appropriate parties in accordance with attorney instruction and ensure appropriate step-up in cost basis occurs.
  • Assist in locating and making contact with qualified appraisers for valuations.
  • Confirm insurance coverage for trust assets.
  • Prepare documents for transfers of real property to and from trust as instructed by attorney.
  • Calendar all deadlines and reminders in conjunction with Group Probate Paralegal and Income Tax Preparer, if applicable. Also make sure income tax deadlines are on the Master Tax List.
  • Provide updates to Group members throughout the trust’s administration to allow necessary information sharing among assigned Group.
  • Meet periodically with attorney(s), Probate Paralegal, and Income Tax Preparer to ensure tasks are being completed in a timely manner and to assist as needed to ensure deadlines are met.
  • Collect and maintain all information for preparation of trust accountings, annual Trustee’s report, and income tax returns.
  • Request all backup documentation relating to trust property for estate tax return or gift tax returns, if applicable, and provide to internal and external preparer in a timely manner.
  • Work with financial institutions, government agencies, and insurance companies to collect necessary asset information and resolve any related issues.
  • Assist client in contacting financial institutions or other entities for necessary change of ownership forms and documentation to ensure transfer of assets to beneficiaries.
  • In conjunction with the Probate Paralegal, Income Tax Preparer, and Tax Assistant, prepare trust accountings and Forms 1041.
  • Prepare distribution schedule for divisions of trust assets and assist fiduciary in distributing assets as needed. Preparation of RRI and settlement agreements should be prepared by an attorney.
  • Maintain accounting records
  • Assist Trustee with preparation of the following:
  • Distributions to beneficiaries and on their behalf (bill payment, payment of real property taxes, etc.)
  • Estimated income tax payments (in coordination with Income Tax Preparer and attorney)
  • Payment of Trustee fees
  • Investment review meetings
  • Meetings with beneficiaries