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Trust Assistant Jobs in Indiana (NOW HIRING)

Greenfield Banking Company

Trust Officer

Greenfield, IN · On-site

Collaborate with attorneys, CPAs, and other professionals. * Assist with estate planning strategies. * Help structure trusts to meet client objectives. * Provide expertise on tax implications through ...

Parth21INC

Assistant Manager

Merrillville, IN · On-site

$16 - $20/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 ...

Parth21INC

Assistant Manager

Michigan City, IN · On-site

$18 - $22/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 ...

Wash N' Roll Car Wash

Store Manager

Camby, IN · On-site

$75K/yr

... 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 ...

Wash and Roll

Store Manager

Camby, IN · On-site

$75K/yr

... 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 ...

Chick-fil-A

PM Manager

Jeffersonville, IN

The responsibilities of a manager are to greet the staff and customers, provide them with what they need, give intelligent recommendations and suggestions, build customer and brand trust, assist the ...

Three Lakes Dental Wellness

Dental Hygienist

Warsaw, IN

$32.25 - $42.25/hr

Educate patients and build trust * Assist in diagnosing and charting periodontal conditions * Administer Nitrous Oxide and Oxygen as permitted * Take impressions and maintain accurate patient records

Three Lakes Dental Wellness

Dental Hygienist

Warsaw, IN

$36.75 - $48.25/hr

Educate patients and build trust * Assist in diagnosing and charting periodontal conditions * Administer Nitrous Oxide and Oxygen as permitted * Take impressions and maintain accurate patient records

Three Lakes Dental Wellness

Dental Hygienist

Warsaw, IN

$32.25 - $42.25/hr

Educate patients and build trust * Assist in diagnosing and charting periodontal conditions * Administer Nitrous Oxide and Oxygen as permitted * Take impressions and maintain accurate patient records

Chick-fil-A

PM Manager

Jeffersonville, IN

The responsibilities of a manager are to greet the staff and customers, provide them with what they need, give intelligent recommendations and suggestions, build customer and brand trust, assist the ...

Three Lakes Dental Wellness

Dental Hygienist

Warsaw, IN · On-site

$36.75 - $48.25/hr

Educate patients and build trust * Assist in diagnosing and charting periodontal conditions * Administer Nitrous Oxide and Oxygen as permitted * Take impressions and maintain accurate patient records

Culver's

Store Manager

Terre Haute, IN

$65K/yr

... 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 ...

Culver's

Store Manager

Terre Haute, IN · On-site

$65K/yr

... 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 ...

Coliseum, LLC

Store Manager

Fort Wayne, IN

$18/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 ...

Coliseum, LLC

Store Manager Coliseum

Fort Wayne, IN

$40K - $62K/yr

... 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 ...

Dairy Queen

Store Manager

Angola, IN · On-site

$24/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 ...

Coliseum, LLC

Store Manager

Fort Wayne, IN

$17 - $18/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 ...

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All JobsTrust JobsTrust Assistant JobsTrust Assistant Jobs in Indiana

Trust Assistant information

See Indiana salary details

$10

$22

$49

How much do trust assistant jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for trust assistant in Indiana is $22.93, according to ZipRecruiter salary data. Most workers in this role earn between $16.00 and $23.66 per hour, depending on experience, location, and employer.

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 jobs pay 4000 a week without a degree?

Trust Assistant roles typically do not pay $4,000 a week without specialized experience or certifications. High-paying jobs that can reach this level without a degree often include sales, real estate, or certain skilled trades like commercial driving or technical work, which rely more on skills and experience than formal education. These roles may require licensing, certifications, or extensive on-the-job training.

What are the typical daily responsibilities of a Trust Assistant, and how do they contribute to the overall success of the trust department?

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 does a trust assistant do?

A trust assistant supports trust officers by preparing legal documents, managing trust accounts, and ensuring compliance with relevant laws. They often handle administrative tasks, maintain records, and use trust management software to assist in the administration of trusts. Strong organizational skills and knowledge of estate planning are important for this role.

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

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 are Trust Assistants?

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 jobs pay $700 a day?

For a Trust Assistant, high daily pay rates like $700 are uncommon and typically associated with specialized roles such as financial advisors, consultants, or freelance professionals with significant experience. These roles often require advanced skills, certifications, or a strong client base, and earnings can vary based on workload, location, and expertise.

How much does a trust assistant make?

A trust assistant typically earns between $45,000 and $70,000 annually, depending on experience, location, and the size of the firm. They often require strong organizational skills and knowledge of trust administration and legal documents. Salaries can vary based on certifications and the complexity of the trusts managed.
What are the most commonly searched types of Trust jobs in Indiana? The most popular types of Trust jobs in Indiana are:
What are popular job titles related to Trust Assistant jobs in Indiana? For Trust Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Trust Assistant jobs in Indiana look for? The top searched job categories for Trust Assistant jobs in Indiana are:
Trust Assistant jobs near you
Infographic showing various Trust Assistant job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $47,697 per year, or $22.9 per hour.
Trust Officer

Trust Officer

Greenfield Banking Company

Greenfield, IN • On-site

Full-time

Posted 24 days ago

Job description

EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Description
SUMMARY
The Trust Officer has a broad responsibility of focusing on the overall management and strategy of the trust. Advanced financial and estate planning, as well as center of influence (COI) and new business development are a primary expectation for this role. The Trust Officer serves a vital role in safeguarding the interests of clients and ensuring the smooth operation of trust agreements. Responsibilities may include investment decisions (oversight), assess the trust's performance (relative to the trust intent and objectives), and developing strategies to meet the beneficiaries' goals. The Trust Officer position is a more client-facing role, interacting with clients and their advisors to discuss the trust's objectives and performance. The Trust Officer's strategic oversight ensures that the trust not only preserves wealth but also seeks opportunities for growth. Their proactive management can significantly make an impact on the trust's performance and the beneficiaries' satisfaction.
ESSENTIAL DUTIES
Fiduciary Management:
  • 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 strategic management of trust assets, including investment decisions and portfolio management (oversight as it relates to the trusts intent).
  • Works closely with clients to understand their goals and objectives, ensuring the trust account aligns with their wishes.
  • Provides advice on estate planning and wealth management, often collaborating with portfolio managers, wealth advisors, CPA's and estate attorneys.

Investment Strategy Oversight:
  • Trust officers work with the Portfolio Manager and Wealth Advisor to develop and implement investment strategies that align with the trust's goals utilizing financial planning to assess risk tolerance and market conditions and make informed decisions for the trust.

Client Relationship Management:
  • Build and maintain relationships with clients, beneficiaries, and center of influence advisors such as CPA's and Attorney's.
  • Conduct regular meetings to update clients on trust performance and address any concerns.
  • Build long-term relationships with clients, regularly reviewing the trust's performance and adjusting as needed based on changing circumstances or goals.
  • Financial & Estate Planning through drafting, presenting and executing.

Trust Administration:
  • Prepare and execute legal documents related to trust management.
  • Ensure timely disbursement of distributions to beneficiaries as per the trust agreement.

Record Keeping:
  • Maintain accurate records of transactions, communications, and trust activity.
  • Prepare financial statements and reports for auditing purposes.

Legal Compliance:
  • Stay informed about changes in laws and regulations that affect trusts and fiduciary responsibilities.
  • Ensure all trust activities comply with state and federal laws.

Estate Planning Consultation:
  • Provide guidance on estate planning strategies to clients.
  • Collaborate with attorneys and tax professionals to develop comprehensive plans.

Conflict Resolution:
  • Address and mediate disputes regarding the trust among beneficiaries or between beneficiaries and trustees.

Compliance and Risk Management:
  • Stay current with trust and estate laws and regulations.
  • Ensure all activities meet regulatory requirements.
  • Identify and mitigate potential risks.
  • Maintain proper insurance coverage.

Estate Planning Support:
  • Collaborate with attorneys, CPAs, and other professionals.
  • Assist with estate planning strategies.
  • Help structure trusts to meet client objectives.
  • Provide expertise on tax implications through financial planning.

Administrative Tasks:
  • Prepare tax returns and other required filings.
  • Coordinate with custodians and other service providers.
  • Manage trust accounting and fee calculations.
  • Handle trust modifications and terminations.

Additional Duties:
  • Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow-through with customers and/or staff involved.
  • Assists in implementing cost controls for the department and monitors expenses to ensure compliance with budget.
  • Assumes responsibility for special projects; gathers data and prepares reports for Senior Management, audits and other personnel.
  • Answers telephones, answers questions and directs callers to proper Bank personnel.
  • Assumes responsibility for various department functions in the absence of staff members or in overload situations.
  • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  • Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  • Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.
  • Completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the Bank through outside activities.
  • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.

MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
  • Bachelor's degree (BA) or Master of Business Administration (MBA) finance, accounting or a related field from a college or university.
  • Minimum of five (5) years of relevant experience focused on the Trust business either at a corporate fiduciary or law firm.
  • Advanced degrees or professional certifications such as CFP, CTFA and/or J.D. strongly preferred.
  • In depth knowledge of financial markets, investment strategies and all fiduciary products and services surrounding trusts & estate planning, including all legal, tax and regulatory requirements applicable to fiduciary relationships.
  • Ability to analyze financial data and assess investment opportunities.
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to clients, advisors and employees.
  • Skilled communicator, capable of explaining complex financial concepts to clients who may not have a financial background.
  • Precision in handling documentation and maintaining records.
  • Strong analytical skills to assess investment opportunities and manage risk.
  • Excellent interpersonal skills to build relationships with clients and stakeholders.
  • Intermediate skills in computer terminal and personal computer operation; host computer system; word processing, spreadsheet and specialty software programs.
  • Intermediate typing skills to meet production needs of the position.
  • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
  • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  • Ability to work with minimal or no supervision while performing duties.
  • Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Please note that this job description is not inclusive of all activities, duties or responsibilities that are required of this position. Duties, responsibilities and activities are subject to change at any time with or without notice.
This position is currently accepting applications.

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