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Trust Associate Jobs (NOW HIRING)

Extraco Banks

Wealth and Trust Associate

Waco, TX · On-site

$12.75 - $17.75/hr

Extraco Banks is seeking a Trust Specialist I to join our team. Candidates should have a strong willingness to learn and use creative thinking when taking on challenges in this role. Summary : This ...

Extraco Banks, N.A.

Wealth and Trust Associate

Waco, TX · On-site

$12.75 - $17.75/hr

Extraco Banks is seeking a Trust Specialist I to join our team. Candidates should have a strong willingness to learn and use creative thinking when taking on challenges in this role. Summary : This ...

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How much do trust associate jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for trust associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 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 are Trust Associates?

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.
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Trust Associate jobs near you
Infographic showing various Trust Associate job openings in the United States as of June 2026, with employment types broken down into 82% Full Time, 9% Part Time, 2% Temporary, and 7% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Trust & Estate Settlement Associate

Robert W Baird & Co

Louisville, KY • On-site

Full-time

Posted 12 days ago

Job description

About the Role:
You'll support the Trust and Estate Settlement team by organizing estate planning documents, assisting with client strategies, and managing administrative tasks like scheduling, correspondence, and data reporting. Your experience with trust documents, project coordination, and client service will help ensure smooth operations and exceptional support.
The Impact You'll Make:
  • Support Trust and Estate Settlement team in implementing clients' immediate and long-term trust and estate strategies
  • Assist Trust and Estate Settlement team with organizing and understanding estate documents and structures (ie wills, trusts, powers-of-attorney, health care directives, pre-nuptials, partnership agreements, irrevocable life insurance trusts, etc)
  • Research, gather, and compile data and information and prepare reports and summaries from a variety of sources
  • Provide and/or oversee support activities, including answering telephones; resolving problems and inquiries of visitors; review incoming and outgoing correspondence; and following up on departmental commitments
  • Schedule and coordinate meetings, events and/or travel arrangements
  • Establish, update, and maintain files, inventories, records and data management systems
  • Provide flexible, friendly and proactive service to clients

What You'll Bring to Baird:
  • High School Diploma or equivalent
  • 2-3 experience as a trust associate or administrative assistant in securities-related industry
  • Familiarity with trust documents and Wills/Codicils used in estate planning; including tax liability reporting concepts, practices and procedures
  • Experience in project management for both long- and short-term projects

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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