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Trust Assistant Jobs (NOW HIRING)

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 ...

Trident Trust

Trust Officer

Sioux Falls, SD · On-site

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 Officers ...

Trident Trust

Trust Administrator

Sioux Falls, SD · On-site

Advising the Trust Officer of any transaction problems and course of action to correct. * Assist in keeping all accounts files up to date. * Prepare annual administration reviews, risk reviews ...

Trident Trust

Trust Administrator

Sioux Falls, SD · On-site

Advising the Trust Officer of any transaction problems and course of action to correct. * Assist in keeping all accounts files up to date. * Prepare annual administration reviews, risk reviews ...

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.

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.

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How much do trust assistant jobs pay per hour?

As of Aug 7, 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.

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.
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Trust Assistant jobs near you
Infographic showing various Trust Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $50,881 per year, or $24.5 per hour.

Trust Officer

Trident Trust

Sioux Falls, SD • On-site

Full-time

Re-posted 15 days ago

Job description

Salary: 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 Officers are responsible for knowing and following all company policies and procedures and using that information for participation in department meetings. This role will have no direct reports.


Duties

  • Review, complete, and present discretionary requests to Trust Administration Committee.
  • Review, complete, and approve daily transactions and follow-up to ensure accurate processing and escalate any issues to compliance/management.
  • Ensure outside tax preparation procedures are followed and completed.
  • Participate in conversations with Internal Auditors, SD Division of Banking, and other regulators, and examiners along with the preparation and review of any deliverables.
  • Administer a portfolio of key clients including some complex structures.
  • Administer a variety of asset classes held within entities.
  • Ensure all projects are completed in a timely fashion.
  • Ensure account files are kept up to date.
  • Review and complete annual administration reviews, risk reviews, investment reviews, and other reviews as deemed necessary.
  • Review and complete account closing/termination package.
  • Review and complete forms for additions/revocations of assets.
  • Responsible for all aspects of Trust Administration and ongoing relationship management.
  • Assist with new business development and prepare acquired new account paperwork.


Minimum Skills and Knowledge

  • Associate degree in business, legal, finance, accounting, or another relevant field.
  • 3-5 years working in Trust Administration/management or combination of education and experience.
  • Proficient in Microsoft Office Suite, Adobe, cloud-based software, and willingness to learn new programs.


Preferred Qualifications

  • Bachelors or masters degree in business, legal, finance, accounting, or another relevant field. Juris Doctorate is ideal.
  • Experience with state and federal compliance laws and practices as related to trust accounts i.e., BSA/AML.
  • Strong, professional, verbal, and written communication skills.
  • Excellent organizational and time management skills with an innate attention to detail.
  • Flexible and comfortable dealing with variable workload, frequently dealing with several ongoing matters, at the same time.
  • Read, analyze, and interpret general business periodicals, professional journals, and technical procedures.
  • A sound understanding of various asset classes.
  • Ability to be self-directed and delegate, as appropriate.

In addition to the general essential duties and responsibilities, this role includes other duties as assigned. This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties. This job description does not constitute a written or implied contract of employment.


EQUAL EMPLOYMENT OPPORTUNITY

Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.