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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 ...

Fifth Third

Trust Administrator

Palm Beach Gardens, FL · On-site

The Trust Administrator serves as an administrative support professional for Advisor Solutions, to ... Partner with advisors on client meeting materials. * Assist with client relationship management ...

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See Florida salary details

$8

$19

$42

How much do trust assistant jobs pay per hour?

As of Aug 22, 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.

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 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 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.

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 skills and knowledge of trust administration or legal procedures. Salaries can vary based on the complexity of trusts managed and certifications held.

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 2% As Needed, 76% 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.

Client Executive, Agency Trust - Assistant Vice President

Citigroup, Inc.

Jacksonville, FL • On-site

$79K - $118K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 178 frontline employees who took The Breakroom Quiz

38th of 171 rated banks

Job description

Citi is looking for an experienced Client Executive to join its Issuer Services/Agency & Trust Transaction & Relationship Management team, serving as a trusted advisor to clients across capital markets transactions. In this role, you will manage a portfolio of client relationships and deals that span Corporate Debt, Structured Finance, CLOs, and Specialized Agency, while partnering closely with internal teams to deliver tailored financial solutions. This is an opportunity to make a direct and measurable impact on client outcomes at one of the world's leading financial institutions.
Responsibilities
  • Serve as support for an assigned portfolio of Agency & Trust clients, managing day-to-day relationships across Corporate Debt, Structured Finance, CLO, and Specialized Agency transactions.
  • Oversee the implementation and ongoing maintenance of Agency & Trust transactions, coordinating with Operations on transaction setup, activity management, and reporting.
  • Interact with transaction stakeholders - including bankers, legal counsel, lenders, and noteholders - through all phases of the transaction lifecycle, from onboarding through ongoing maintenance.
  • Partner with control functions including Legal, Compliance, Risk, and Audit to uphold governance standards and ensure all transactions meet applicable regulatory and policy requirements.
  • Assess the risk and reward of business decisions to protect Citi's reputation and clients' interests, escalating issues with transparency where required.

Required Qualifications & Skills
  • Five or more years of experience in financial services, with direct exposure to corporate trust, or a related client-facing function.
  • Demonstrated ability to support a portfolio of client relationships and complex financial transactions from initiation through completion.
  • Clear and confident communicator, able to engage effectively with clients, peers, senior stakeholders, legal counsel, and cross-functional teams.
  • Proven ability to manage multiple concurrent priorities, meet deadlines, and maintain accuracy across a high-volume transaction environment.
  • Bachelor's degree or equivalent professional experience.

Beneficial Skills & Qualifications
  • Familiarity with corporate trust and associated products which include; structured finance, project finance and specialized agency. ,
  • Exposure to cross-functional collaboration with Operations, Risk, Compliance, or Legal teams in a transaction-management context.

What We Offer
At Citi, you will work alongside experienced professionals across a global network, contributing to high-impact client outcomes in a performance-driven environment that values collaboration, ownership, and continuous professional development.
  • A hybrid working model offering 3 days in the office and 2 days working remotely, supporting a sustainable balance between client presence and focused independent work.
  • Direct exposure to complex, high-value capital markets and structured finance, project finance and specialized agency transactions, accelerating your development as a client-facing professional.
  • Access to learning and development resources that support career progression within Citi's global financial services platform.
  • A role with genuine client impact - where your service levels shapes outcomes for institutional clients at a meaningful scale.
  • Competitive compensation and a comprehensive benefits package, including financial wellbeing, family support, and health and wellness programs.

Apply today to bring your corporate trust/capital markets expertise to a client-facing role where your work directly impacts the financial outcomes of institutional clients at global scale.
Job Family Group:
Institutional Sales
Job Family:
Investor Sales
Time Type:
Full time
Primary Location:
Jacksonville Florida United States
Primary Location Full Time Salary Range:
$79,120.00 - $118,680.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Aug 24, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

What Citibank employees say

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Hours and flexibility

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Get the full story on Breakroom

Citigroup Inc logo

About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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