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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 ...

Bessemer Trust

Associate Client Advisor

Miami, FL · On-site

Coordinate trust reviews with Fiduciary Officers. CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...

ASCENSUS

Trust Senior Specialist

Lake Mary, FL · On-site

Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian ... Partners with Manager to design and execute on-boarding plans for new associates. * Provides backup ...

Percy Towers

Trusts and Estates Attorney

Naples, FL · On-site

$215K - $325K/yr

Senior Private Client Advocate | Trusts & Estates Associate Practice Area: Sophisticated Wealth Management, Generational Planning, and Fiduciary Administration § Location : Naples, FL § Salary ...

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Trust Associate information

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How much do trust associate jobs pay per hour?

As of Aug 20, 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 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 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 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 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 August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $30,883 per year, or $14.8 per hour.

Registered Associate II

Northern Trust

Bonita Springs, FL • On-site

$64K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 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.
Registered Associate II
Role Overview
The Registered Associate II provides day-to-day support to one or more Financial Advisors by managing client service needs and acting as a key liaison between clients, advisors, and internal partners. This role requires a strong understanding of investment products, brokerage operations, and regulatory requirements to deliver high-quality, proactive client service.
The associate supports client relationships through account servicing, onboarding, and trade execution while contributing to the development and execution of investment strategies aligned to client objectives and market conditions.
Key Responsibilities
  • Serve as a primary point of contact for client servicing, including account opening, maintenance, and trade execution
  • Onboard new client relationships by preparing and processing account documentation, advisory agreements, and related correspondence
  • Support Financial Advisors in evaluating client investment objectives, risk tolerance, income needs, and market conditions
  • Deliver proactive, high-quality service to clients, Financial Advisors, and internal business partners
  • Collaborate with internal teams (Sales, Operations, Management, and relationship managers) to resolve client inquiries and requests
  • Maintain accurate and up-to-date client information in the Client Relationship Management (CRM) system
  • Organize and maintain client records in compliance with firm, industry, and regulatory requirements
  • Act as a subject-matter resource for associates and advisors by sharing technical knowledge and best practices
  • Participate in cross-functional initiatives and support business process improvements within the function

Qualifications
  • Bachelor's degree preferred
  • FINRA licenses required: SIE, Series 7 or 7TO, and Series 63/65 or 66
  • Minimum of 2 years of experience in a client-facing role within brokerage, investment advisory, or financial services
  • Strong working knowledge of investment products (stocks, bonds, mutual funds, options)
  • Excellent verbal, written, and analytical communication skills
  • Strong organizational skills with the ability to prioritize and manage multiple tasks
  • Proficiency with Microsoft Office; experience with Wealthscape, Morningstar Analytics, and Thomson ONE preferred
  • Ability to explain complex information clearly and effectively
  • Demonstrated ability to support and mentor less-experienced team members

Work Environment
This is an in-office position. All duties and responsibilities must be performed onsite.
Location:
26790 South Tamiami Trail
Bonita Springs, FL 34134
Salary Range:
$64,125 - 105,925 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
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.

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