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Trust Associate Jobs in Ohio (NOW HIRING)

US Bank

Wealth Management Trust Associate

Cincinnati, OH · On-site

$26.35 - $32.21/hr

Participates in the efficient administration of trust accounts for assigned client base where the bank is acting as trustee, agent or custodian. Provides high level customer service to clients and ...

Robert W Baird & Co

Trust Strategist

Cincinnati, OH

$116K - $150K/yr

As a Trust Strategist, you will review trust and estate planning documents, provide guidance on ... Partner with Baird Financial Advisors, Market Directors, and other PWM associates to answer ...

Fifth Third

PBC Trust Officer II

Cincinnati, OH · On-site

Assists with supervision and training of Trust Specialists and Associates and other support staff. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree preferred or related experience ...

Fifth Third

Trust Tax Manager

Cincinnati, OH · On-site

$106K - $139K/yr

... Associates, Interns and Co-ops, Administrative Assistants, and Product Specialists. The department prepares approximately 25,000 tax returns and reports annually with trust tax fees totaling more ...

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Trust Associate information

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How much do trust associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for trust associate in Ohio is $18.89, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $19.66 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 Ohio?

The most popular types of Trust jobs in Ohio are:

What are popular job titles related to Trust Associate jobs in Ohio?

For Trust Associate jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Trust Associate jobs in Ohio look for?

The top searched job categories for Trust Associate jobs in Ohio are:

What cities in Ohio are hiring for Trust Associate jobs?

Cities in Ohio with the most Trust Associate job openings:

Trust Associate jobs near you
Infographic showing various Trust Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,289 per year, or $18.9 per hour.

Trust Associate

Cleveland, OH • On-site

Johnson Investment Counsel
Finance and Insurance • 51 - 200 employees
Learn more about Johnson Investment Counselexternal

Full-time

Re-posted 26 days ago

Job description

Job Title:
Trust Associate
Date:
June 2026
Department
Trust
Reports To:
Trust Officer
FLSA Classification:
Exempt
Summary / objective of position:
This position will support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws. Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service.
Essential functions of position:
  • Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC’s fiduciary responsibilities.
  • Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
  • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
  • Independently manage workflows using checklists and/or proven procedures.
  • Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
  • Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
  • Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
  • Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
  • Gather and compile information from various sources to prepare reports.
  • Assist with a variety of trust-related projects.
Preferred education and experience:
  • BBA/BS degree, or 4+ years of relevant, equivalent work experience."
  • Bank or trust experience is not required. Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity.
  • Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
  • Willingness and desire to learn and grow in role.
  • Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
  • Ability to own and manage multiple projects simultaneously and work independently.
  • Organized and detail oriented.
  • Possess excellent problem solving and follow up skills.
  • Computer proficient in Excel, Word, and Outlook.
  • Effective interpersonal and communication skills.
  • Highly relational and easy to work with.
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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