ZipRecruiter

Log In

1

Trust Associate Jobs in Florida (NOW HIRING)

Northern Trust

Sr Investment Associate

Miami, FL · On-site

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

Northern Trust

Sr Investment Associate

Miami, FL · On-site

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

Staffingine LLC

Tax, Trusts & Estates Associate

Miami, FL · On-site

$56K - $74K/yr

Tax, Trusts & Estates Associate Job Location: Miami/Boca Raton/ Palm Beach, FL, Hackensack, NJ Or New York City, NY Job Type: Full-Time * Seeking a Tax, Trusts & Estates Associate with 3+ years ...

previous pagenext page

Showing results 21-40

All JobsTrust Associate JobsTrust Associate Jobs in Florida

Trust Associate information

See Florida salary details

$8

$14

$24

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.

Sr Investment Associate

Northern Trust

Miami, FL • On-site

Full-time

Re-posted 8 days ago

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Senior Investment Associate
The Senior Investment Associate partners closely with Portfolio Advisors (PAs) and client service teams to deliver proactive, high-quality service to high-net-worth clients. This role supports the day-to-day workflow of PAs by preparing client-facing materials, coordinating meeting logistics and technology, and providing analytical and operational support related to investment activity.
The Senior Investment Associate plays a critical role in maintaining client confidence by ensuring accuracy, timeliness, and attention to detail across all deliverables. This position thrives in a highly collaborative, team-oriented environment and requires a consistently positive, solutions-oriented attitude. The ideal candidate values partnership, takes pride in supporting colleagues, and is motivated by contributing to strong client and team outcomes.
Key Responsibilities
  • Prepare, proof, and coordinate presentation materials for existing and prospective clients.
  • Support client meetings by coordinating required technology and ensuring materials are accurate and complete.
  • Monitor and take ownership of compliance-related tasks and follow-up procedures, including consulting with PAs on deficiencies and communicating with clients to resolve exceptions.
  • Track investment and trade activity from execution through settlement; research and resolve account or operational discrepancies.
  • Analyze investment themes, performance results, and related data to support client communications and internal discussions.
  • Monitor current and outstanding capital structure offers and ensure all related deadlines are met.
  • Communicate relevant research, recommendations, and offer information to PAs in a timely manner.
  • Provide coverage for Portfolio Managers' desks as needed, including distributing research and portfolio construction information.
  • Adhere to Portfolio Advisor guidelines and proactively identify opportunities to mitigate risk and prevent errors.
Qualifications
Required Skills and Experience
  • Excellent written and verbal communication skills.
  • Strong analytical and organizational skills with the ability to manage multiple deadlines.
  • Broad understanding of financial markets and investment concepts, developed through prior experience or on-the-job training.
  • Proficiency in Microsoft Excel (advanced functions preferred) and PowerPoint; working knowledge of FactSet and Bloomberg is highly preferred.
  • 2-3 years of experience in investment operations, client service, or personal trust servicing.
  • Bilingual Spanish
Education and Credentials
  • Bachelor's degree in business, finance, economics, or a related field, or equivalent relevant work experience.
  • Strong interest in the investment industry; candidates pursuing the CFA are preferred.
Work Environment
  • This is an office-based position. Duties and responsibilities must be performed onsite to support effective collaboration and client service.

Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

What Northern Trust employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply