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Trust Associate Jobs in Florida (NOW HIRING)

Cummins WorldWide

Trust Associate

Clearwater, FL · On-site

TRUST ASSOCIATE wanted -- Join Our Great Team in Clearwater, FL! Location: Clearwater, Florida Schedule: Monday-Friday | 7:00 AM - 3:00 PM | In-Office Cummins Worldwide is a full-service company ...

5 Legal

Trust & Estate Planning Associate

Tampa, FL · On-site

Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Tampa office. Qualified candidates must have 2-7 years of experience and must have substantial experience in ...

Northern Trust

Sr Investment Associate

Miami, FL

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

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Trust Associate information

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How much do trust associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for trust associate in Florida is $14.85, according to ZipRecruiter salary data. Most workers in this role earn between $11.15 and $15.43 per hour, depending on experience, location, and employer.

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 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.

What is a trust associate?

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 Florida? The most popular types of Trust jobs in Florida are:
What are popular job titles related to Trust Associate jobs in Florida? For Trust Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Trust Associate jobs in Florida look for? The top searched job categories for Trust Associate jobs in Florida are:
What cities in Florida are hiring for Trust Associate jobs? Cities in Florida with the most Trust Associate job openings:
Trust Associate jobs near you
Infographic showing various Trust Associate job openings in Florida as of July 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 100% In-person job distribution, with an average salary of $30,883 per year, or $14.8 per hour.

Trust Associate

Cummins WorldWide

Clearwater, FL • On-site

Full-time

Posted 27 days ago

Job description

 TRUST ASSOCIATE wanted — Join Our Great Team in Clearwater, FL!Location: Clearwater, FloridaSchedule: Monday–Friday | 7:00 AM – 3:00 PM | In-OfficeCummins Worldwide is a full-service company providing integrated solutions in Accounting, Human Resources, Tax and Legacy Planning, and Wealth Management through one experienced team.With decades of expertise and a commitment to complete visibility, we help individuals, families, and businesses simplify complex financial and operational needs without the hassle of coordinating multiple firms. Our mission is to provide exceptional client service through accuracy, integrity, collaboration, and continuous improvement.Position OverviewWe're looking for an analytical and detail-oriented Trust Associate to join our growing Estate Planning and Legacy Services Division.This position is ideal for someone who enjoys research, solving complex problems, learning new concepts, and helping clients protect their families, businesses, and long-term financial goals.You'll work closely with our Director of Estate Planning and Legacy Services, assisting with estate planning coordination, trust administration support, client communication, legal and tax research, document preparation, and the development of efficient systems that support our expanding Family Office practice.If you enjoy continuous learning, thrive in a professional environment, and want to build expertise in trusts, estate planning, tax strategies, and wealth preservation, we'd love to meet you.What You'll DoTrust & Estate Planning Support
  • Research trust administration, estate planning, tax planning, and business succession strategies.
  • Prepare research summaries and internal memorandums.
  • Assist in drafting client documents, agreements, checklists, and planning materials.
Client & Project Coordination
  • Coordinate with attorneys, accountants, financial advisors, trustees, and other professionals.
  • Track planning milestones, annual reviews, deadlines, and client follow-up activities.
Operations & Process Development
  • Monitor legislative and tax developments affecting estate planning and summarize important updates.
  • Collaborate with the Accounting Division to support integrated tax and financial planning for clients.
You're the One If You
  • Have a Bachelor's degree in Legal Studies, Paralegal Studies, Finance, Accounting, Business, Taxation, Estate Planning, or a related field.
  • Have internship or professional experience in a law firm, accounting firm, financial services, trust administration, estate planning, probate, banking, or a Family Office environment.
  • Enjoy research, analysis, and solving complex problems.
  • Communicate clearly and professionally, both verbally and in writing.
What We Offer
  • Competitive weekly pay (paid every Friday)
  • Long-term career growth opportunities
  • Direct mentorship from experienced Legacy Planning professionals
  • Exposure to trusts, estate planning, tax strategies, Family Office services, and wealth preservation
  • A collaborative team committed to continuous learning and operational excellence
  • A unique opportunity to help build and shape an expanding Legacy Services Division from the ground up
Ready to apply—or know someone who would be a great fit?We'd love to hear from you!