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Trust Associate Jobs in Hialeah, FL (NOW HIRING)

Jobot

Trust & Estate Attorney

Fort Lauderdale, FL · On-site

$225K - $250K/yr

Supervise and mentor associate attorneys and support staff within the practice group. * Collaborate ... Proficiency in drafting sophisticated legal documents: wills, trusts, partnership agreements, etc.

Jobot

Trust & Estate Attorney

Miami, FL · On-site

$225K - $250K/yr

Supervise and mentor associate attorneys and support staff within the practice group. * Collaborate ... Proficiency in drafting sophisticated legal documents: wills, trusts, partnership agreements, etc.

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 ...

Bessemer Trust Inc.

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 ...

Northern Trust

Investment Associate

Coral Gables, FL · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northern Trust

Investment Associate

Coral Gables, FL · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...

Northern Trust

New Business Specialist

Miami, FL

$90K - $154K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Coordinate with RDs and Sales Associate to setup and maintain opportunities for pipeline reports ...

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Trust Associate information

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How much do trust associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for trust associate in Hialeah, FL is $17.99, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $18.70 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 cities near Hialeah, FL are hiring for Trust Associate jobs?

Cities near Hialeah, FL with the most Trust Associate job openings:

Trust Associate jobs near you

Trust Associate - Coral Gables Trust Company

Coral Gables Trust Company

Coral Gables, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Associate

Coral Gables Trust Company is seeking an experienced Trust Associate in Trust & Estate Administration to join our Palm Beach office.

  1. Account Administration Manage all aspects of account opening, maintenance, and closing within the firm's trust accounting platform. Responsibilities include establishing fee schedules, initiating account and asset transfers, obtaining EINs for newly created trusts, issuing Required Minimum Distribution (RMD) letters, creating scheduled events, and enrolling clients for statements and online account access.
  2. Client Services Provide high-quality client service support, including answering phones, processing bill payments, initiating ACH and wire transfers, ordering gift cards, scheduling client meetings, and preparing discretionary distribution requests.
  3. Committee Participation Attend monthly Trust Administrative Committee (TAC) meetings, or as otherwise convened by the Committee, and actively participate in monthly Client Service Committee Lunch and Learn meetings and all other staff meetings.
  4. Tax Coordination & Compliance Coordinate the preparation of fiduciary (1041) tax returns in collaboration with external CPA firms and obtain account statements from financial advisors as needed to support this process.
  5. Administrative Reviews Assist with the collection and organization of held-away account statements and support the completion of periodic administrative reviews.
  6. Audit & Regulatory Support Partner with the Chief Financial Officer and the broader team to compile and provide information required for audit requests, regulatory examinations, and other corporate administration matters.
  7. General Office Support Assist with day-to-day office operations, including processing incoming mail, reserving conference rooms, and arranging courier shipments via FedEx.

Qualifications

  1. The ideal candidate will bring a minimum of three years of experience in Trust & Estate administration and will play a key role in supporting our clients and trust administration team.
  2. A bachelor's degree in finance is preferred, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
  3. Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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