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Trust Assistant Jobs (NOW HIRING)

Argent Financial Group

Trust Officer

Nashville, TN · On-site

Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants * Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities.

Trident Trust

Trust Officer

Sioux Falls, SD · On-site

DOE The Role The Trust Officer will assist with the training and oversight of a small team of Trust Administrator(s) and/or Trust Administrative Assistant(s), as assigned to their team. Trust ...

Wilmington Trust

Trust Administrator

Wilmington, DE · On-site

$24.87 - $41.45/hr

... * Assist with preparing business and client presentations as requested, with supervision ... Bachelor's degree Minimum of 1 years' estates and trust experience CTFA (Certified Trust and ...

Midwest Trust Company

Trust Officer

Westerville, OH · On-site

Your expertise in trust administration, fiduciary responsibilities, and client relationship ... Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.

Wilmington Trust

Trust Administrator

Wilmington, DE

$24.87 - $41.45/hr

... * Assist with preparing business and client presentations as requested, with supervision ... Bachelor's degree Minimum of 1 years' estates and trust experience CTFA (Certified Trust and ...

Midwest Trust Company

Trust Officer

Overland Park, KS · On-site

Your expertise in trust administration, fiduciary responsibilities, and client relationship ... Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.

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How much do trust assistant jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for trust assistant in the United States is $24.46, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.24 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 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 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.
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Trust Assistant jobs near you
Infographic showing various Trust Assistant job openings in the United States as of May 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 94% In-person, and 6% Hybrid job distribution, with an average salary of $50,881 per year, or $24.5 per hour.
Trust Officer

Trust Officer

Argent Financial Group

Nashville, TN • On-site

Full-time

Posted 15 days ago

Job description

Trust Officer - Nashville

Department: Argent Trust

Supervisor: Market President


General Job Description

A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administration and business development of complex investment management and trust accounts. The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong leadership capabilities and a commitment to upholding the highest standards of fiduciary duty.

Essential Duties

  • Develop and maintain relationships with clients, beneficiaries, and other interested parties, understanding their needs, goals, and governing documents.
  • Provide wealth planning advice and ensure trust product awareness and education for clients, and centers of influence.
  • Implement investment strategies aligned with clients' goals using various investment vehicles, regularly reviewing and adjusting portfolios.
  • Drive business development, client retention, and service delivery to individuals, families, trusts, and foundations.
  • Develop and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent.
  • Attend client meetings, document issues discussed, and coordinate follow-up actions.
  • Oversee the preparation of client meeting reports and materials.
  • Document client information and communications in client file.
  • Ensure proper account opening and closing procedures and review related documents.
  • Oversee account transactions and reporting, ensuring accuracy and compliance.
  • Manage risk and ensure compliance with all relevant company policies, procedures, and regulations.
  • Maintain understanding of governing instruments including trust agreements, wills, modification documents, etc. as applicable to client base.
  • Coordinate with fiduciary counsel to ensure administration aligns with governing documents.
  • Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements.
  • Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants
  • Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities.
  • Represent the company in community organizations and activities to build brand awareness.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.

  • Bachelor's degree, with advanced degree JD or MBA preferred.
  • CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD.
  • 5+ years’ experience in financial services, investments, tax or trust and estate legal field
  • Subject matter expert in Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration.
  • Expertise in the areas of financial planning and estate planning techniques.
  • Knowledge of investment products.
  • Excellent writing and presentation skills.
  • Demonstrated success working in team environment.
  • Ability to organize, complete multiple tasks within deadlines and complete accuracy.
  • Sales oriented, friendly and persuasive personality.