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Trust Associate Jobs in California (NOW HIRING)

... Trust Officers. • Perform system maintenance including account master and interested party ... Associate's degree in accounting, business administration, or related field and two years of ...

... Trust Officers. • Perform system maintenance including account master and interested party ... Associate's degree in accounting, business administration, or related field and two years of ...

... Trust Officers. • Perform system maintenance including account master and interested party ... Associate's degree in accounting, business administration, or related field and two years of ...

If so, our Trust Specialist role may be for you. In this supportive role, you will learn the ... Associate's degree in accounting, business administration, math, finance, or related field or ...

Trust Specialist

Santa Rosa, CA · On-site

$26 - $33/hr

If so, our Trust Specialist role may be for you. In this supportive role, you will learn the ... Associate's degree in accounting, business administration, math, finance, or related field or ...

If so, our Trust Specialist role may be for you. In this supportive role, you will learn the ... Associate's degree in accounting, business administration, math, finance, or related field or ...

Trust Specialist

San Rafael, CA · On-site

$26 - $33/hr

If so, our Trust Specialist role may be for you. In this supportive role, you will learn the ... Associate's degree in accounting, business administration, math, finance, or related field or ...

Trust Specialist

San Rafael, CA · On-site

$26 - $33/hr

If so, our Trust Specialist role may be for you. In this supportive role, you will learn the ... Associate's degree in accounting, business administration, math, finance, or related field or ...

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Showing results 1-20

Trust Associate information

See California salary details

$10

$19

$32

How much do trust associate jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for trust associate in California is $19.61, according to ZipRecruiter salary data. Most workers in this role earn between $14.71 and $20.38 per hour, depending on experience, location, and employer.

What do trust associates do?

Trust associates are responsible for managing and administering trust accounts, ensuring compliance with legal and financial regulations. They review documents, process transactions, and communicate with clients and beneficiaries to maintain accurate records and uphold fiduciary duties.

What is the 3 month rule for jobs?

The 3 month rule for a Trust Associate typically refers to a probationary period of three months during which performance and suitability for the role are assessed. Successful completion of this period may lead to permanent employment, and it often involves regular evaluations and feedback. This period helps employers ensure the candidate meets the job requirements and maintains compliance with trust policies and regulations.

What is the difference between Trust Associate vs Trust Analyst?

AspectTrust AssociateTrust Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldUsually requires a bachelor's degree, often with additional certifications like CFA or CPA
Work EnvironmentBanking or trust company setting, client-facing rolesFinancial institutions, investment firms, focusing on analysis and reporting
Employer & Industry UsageCommon in trust departments of banks and financial servicesFound in asset management firms, banks, and trust companies
Search & Comparison IntentPeople comparing entry-level trust rolesIndividuals seeking detailed analysis or reporting positions

Trust Associates typically handle client onboarding, account management, and administrative tasks within trust departments. Trust Analysts focus more on financial analysis, reporting, and investment research related to trusts. While both roles require similar educational backgrounds, Trust Analysts often have additional certifications and a stronger emphasis on financial analysis skills.

What jobs pay 4000 a week without a degree?

A Trust Associate typically does not earn $4,000 weekly without a degree, as this role usually requires relevant financial or legal experience. High-paying jobs that can reach this level without a degree often include sales, real estate, or specialized trades like commercial driving or skilled labor, which rely more on experience and certifications than formal education.

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

To thrive as a Trust Associate, you need a solid understanding of trust administration, financial principles, and relevant legal regulations, often supported by a degree in finance, business, or law. Familiarity with fiduciary accounting software, trust management platforms, and knowledge of industry certifications such as CTFA are commonly required. Strong attention to detail, discretion, and effective communication skills help build client trust and ensure accurate management of sensitive information. These competencies are crucial for safeguarding client assets, maintaining compliance, and delivering high-quality service in trust administration.

How much does an assistant trust officer make?

An assistant trust officer typically earns between $50,000 and $80,000 annually, depending on experience, location, and the size of the financial institution. They assist with managing trust accounts, estate planning, and client relationships, often requiring knowledge of trust laws and financial regulations.

What are Trust Associates?

Trust Associates are professionals who assist in the administration and management of trusts, estates, and fiduciary accounts. They typically work at banks, trust companies, or law firms, supporting trust officers in tasks such as opening accounts, maintaining records, processing transactions, and ensuring compliance with legal and regulatory requirements. Trust Associates also communicate with clients, beneficiaries, and other stakeholders, helping to coordinate the distribution of assets and resolve related inquiries. Their work is essential in ensuring that trusts are managed efficiently and according to the wishes of the grantor.

What are some typical challenges a Trust Associate may face in managing client accounts?

A Trust Associate often manages multiple client accounts simultaneously, which can present challenges in balancing attention to detail with timely execution of tasks. Common hurdles include navigating complex legal and regulatory requirements, coordinating with internal teams such as legal, tax, and investment professionals, and responding promptly to client inquiries. Staying organized and maintaining clear communication are crucial for ensuring fiduciary responsibilities are met and for building strong client relationships. Over time, these challenges help Trust Associates develop a comprehensive understanding of wealth management and estate planning.
What are the most commonly searched types of Trust jobs in California? The most popular types of Trust jobs in California are:
What are popular job titles related to Trust Associate jobs in California? For Trust Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Trust Associate jobs in California look for? The top searched job categories for Trust Associate jobs in California are:
What cities in California are hiring for Trust Associate jobs? Cities in California with the most Trust Associate job openings:
Infographic showing various Trust Associate job openings in California as of July 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 100% In-person job distribution, with an average salary of $40,786 per year, or $19.6 per hour.
Corporate Trust Associate Relationship Manager I

Corporate Trust Associate Relationship Manager I

UMB Financial

Costa Mesa, CA • On-site

$51K - $75K/yr

Full-time

Posted 9 days ago


Job description

UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs.Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with Relationship Managers and working with clients to deliver the unparalleled customer experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. This role has the ability to expand in client contact and the complexity of tasks as well as participating in cross training to learn other Corporate Trust roles. Working in the Corporate Trust group can be fun, challenging, meaningful, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB's success. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry and we are always happy to share our knowledge and help those around us grow! How you'll spend your time: You will collaborate with Relationship Managers to provide administrative support to Corporate Trust clients. You will use Microsoft products and UMB systems to maintain records and execute client request with a high attention to detail. You will use your communication skills to interact with client teams and internal groups in order to identify and provide solutions. We're excited to talk with you if: You have a Bachelor's degree or equivalent work experienceYou have at least two years of relevant experienceThis position was posted on 07/20/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$51,291 - $75,460

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.


UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


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