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Trust Assistant Jobs in Florida (NOW HIRING)

Hancock Whitney Bank

Trust Administrator

Tampa, FL

Identifies opportunities to enhance client experience through independent identification of account issues. * Assist Trust Advisor/Relationship Manager in tasks required in administering accounts ...

Hancock Whitney Corp.

Trust Administrator

Tampa, FL · On-site

Identifies opportunities to enhance client experience through independent identification of account issues. * Assist Trust Advisor/Relationship Manager in tasks required in administering accounts ...

Dunkin'

3000 22nd Ave North

Saint Petersburg, FL · On-site

$19/hr

... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...

Dunkin'

3000 22nd Ave North

Saint Petersburg, FL · On-site

$19/hr

... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...

Dunkin

3000 22nd Ave North

Saint Petersburg, FL · On-site

... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...

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Trust Assistant information

See Florida salary details

$8

$19

$42

How much do trust assistant jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for trust assistant in Florida is $19.49, according to ZipRecruiter salary data. Most workers in this role earn between $13.60 and $20.11 per hour, depending on experience, location, and employer.

How much do trust assistants make?

Trust assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the organization. They often require strong organizational and communication skills and may work in legal, financial, or corporate environments.

What is the difference between Trust Assistant vs Trust Officer?

AspectTrust AssistantTrust Officer
CredentialsTypically requires a high school diploma or associate degree; some roles may prefer a bachelor's degreeRequires a bachelor's degree; often a professional certification like CTFA or CFP is preferred
Work EnvironmentSupportive role within trust departments, assisting with administrative tasksClient-facing role involving trust management, decision-making, and fiduciary responsibilities
Employer & Industry UsageCommon in banks, trust companies, and financial institutionsFound in similar institutions, often with more senior responsibilities

Trust Assistants support trust departments by handling administrative and clerical tasks, while Trust Officers manage client relationships and make fiduciary decisions. Trust Assistants typically have less experience and responsibility but are essential for smooth operations within trust services.

What are the typical daily responsibilities of a trust assistant?

A Trust Assistant typically handles a variety of administrative tasks such as maintaining client records, preparing account documentation, processing distributions, and assisting with compliance reporting. They often serve as a key point of contact for clients, attorneys, and other advisors, ensuring smooth communication and prompt resolution of inquiries. By efficiently managing these responsibilities, Trust Assistants support Trust Officers and the broader team, helping to ensure accurate account management and a high level of client service. Their attention to detail and proactive approach directly contribute to the trust department's reputation and operational success.

What are the key skills and qualifications needed to thrive as a trust assistant?

To thrive as a Trust Assistant, you need strong organizational skills, attention to detail, and a basic understanding of trust administration, often supported by a degree in business, finance, or a related field. Familiarity with trust accounting systems, database management tools, and proficiency in Microsoft Office Suite are typically required. Excellent communication, discretion, and the ability to manage confidential information set exceptional candidates apart. These skills ensure accurate record-keeping, efficient support for trust officers, and the safeguarding of sensitive client assets.

What is a trust assistant?

Trust Assistants are professionals who support trust officers and administrators in managing trusts, estates, and fiduciary accounts. Their duties typically include handling documentation, maintaining records, assisting with client communications, and ensuring compliance with legal and financial regulations. Trust Assistants play a key role in the daily operations of trust departments at banks, law firms, or wealth management companies, helping to ensure that clients' assets are managed efficiently and according to their wishes.

What are the most commonly searched types of Trust jobs in Florida?

The most popular types of Trust jobs in Florida are:

What are popular job titles related to Trust Assistant jobs in Florida?

For Trust Assistant jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Trust Assistant jobs in Florida look for?

The top searched job categories for Trust Assistant jobs in Florida are:

What cities in Florida are hiring for Trust Assistant jobs?

Cities in Florida with the most Trust Assistant job openings:

Trust Assistant jobs near you
Infographic showing various Trust Assistant job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $40,531 per year, or $19.5 per hour.

Trust Operations Associate - Coral Gables Trust Company

Coral Gables Trust Company

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Operations Associate

The Trust Operations Associate supports the day-to-day administrative and operational functions of the trust department at Coral Gables Trust Company. This entry-level role is responsible for processing trust account transactions, maintaining accurate recordkeeping, and delivering exceptional service to clients, team members, and advisors. The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations.

• Process routine trust account transactions including distributions, contributions, wire transfers, and bill payments in accordance with established procedures and applicable trust documents.

• Maintain and update trust account records in the trust accounting system, ensuring data integrity and completeness across all accounts.

• Prepare account statements, transaction confirmations, and reporting packages for internal stakeholders on a scheduled and ad hoc basis.

• Assist with the opening and closing of trust accounts, including the collection and verification of required documentation (e.g., trust agreements, tax identification forms, beneficial ownership certifications).

• Coordinate with internal and financial institutions to facilitate asset transfers, security settlements, and account re-registrations.

• Support the annual account review process by gathering account information, organizing documentation, and preparing review packages for trust officers.

• Ensure compliance with internal policies, regulatory requirements, and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) protocols in all account activities.

• Assist with tax preparation support, including the compilation of Schedule K-1 packages, 1099s, and other fiduciary tax documents in coordination with the tax team coordinating tax payment.

• Perform general administrative duties including document scanning, filing, correspondence preparation, and meeting coordination.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience considered.

• 0–2 years of experience in trust operations, banking, financial services, or a related field.

• Basic understanding of trust and estate concepts, fiduciary principles, or financial services operations.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with trust accounting systems (e.g., SunGard/FIS, SEI, or similar platforms) a plus.

• Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a deadline-driven environment.

• Excellent written and verbal communication skills with a professional, client-service orientation.

• Ability to handle confidential information with discretion and integrity.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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