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Trust Associate Jobs (NOW HIRING)

Trust Strategist

Louisville, KY · On-site

$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 ...

Trust Strategist

Milwaukee, WI

$119K - $154K/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 ...

Trust Strategist

Louisville, KY · On-site

$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 ...

Trust Strategist

Seattle, WA · On-site

$91K - $126K/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 ...

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 ...

Associate's degree in business, accounting, finance, legal or another relevant field. * One year working in trust administration or other relevant administrative and client-centered experience.

Associates degree in business, accounting, finance, legal or another relevant field. * One year working in trust administration or other relevant administrative and client-centered experience.

Associate degree in business, legal, finance, accounting, or another relevant field. * 3-5 years working in Trust Administration/management or combination of education and experience. * Proficient in ...

Showing results 41-60

Trust Associate information

See salary details

$10

$19

$33

How much do trust associate jobs pay per hour?

As of Aug 7, 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 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.
More about Trust Associate jobs
What cities are hiring for Trust Associate jobs? Cities with the most Trust Associate job openings:
What are the most commonly searched types of Trust jobs? The most popular types of Trust jobs are:
What states have the most Trust Associate jobs? States with the most job openings for Trust Associate jobs include:
Infographic showing various Trust Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Estate & Trust Associate Attorney

Carolina Family Estate Planning

Cary, NC • On-site

$95K - $120K/yr

Full-time

Posted 18 days ago


Job description

Do you have a passion for helping families plan for the future?
Carolina Family Estate Planning is seeking a highly motivated and experienced Estate Planning Attorney to join our growing team. In this role, you will play a vital role in crafting personalized estate plans that ensure our clients' wishes are met and their loved ones are protected.
About Carolina Family Estate Planning:
Carolina Family Estate Planning (CFEP) is an education-first law firm based in Cary that provides estate planning, elder law, asset protection, and estate administration legal services. We are a passionate and diverse group of people who believe that doing the right thing is the best way to help our clients. CFEP has been around for over a decade and is currently growing at a significant pace. We are building a team of enthusiastic, fun, compassionate people to help clients build better lives using the services we provide.
Responsibilities:
Draft and revise wills, trusts, powers of attorney, and other estate planning documents.
Advise clients on tax minimization strategies and asset protection.
Conduct client meetings to understand their unique needs and goals.
Effectively communicate complex legal concepts clearly and concisely.
Stay up-to-date on the latest developments in estate planning law.
Collaborate with other attorneys and professionals to provide comprehensive legal services.
Qualifications:
You are a licensed North Carolina attorney with at least 2 years of recent experience in estate planning, probate, and estate and trust administration.
Excellent written and verbal communication skills.
Strong analytical and problem-solving abilities.
Compassionate and empathetic demeanor.
Proficient in legal research and writing.
Ability to manage a caseload and meet deadlines.
Benefits:
Competitive salary and benefits package.
Opportunity for professional growth and development.
Collaborative and supportive work environment.
Make a lasting impact on the lives of your clients.
If you are a passionate and experienced estate planning attorney who thrives in a team environment, we encourage you to apply!
Work Schedule:
Position Type: Full-Time
Location: Hybrid: Remote and Cary, NC
Typical Schedule: 8:30 AM - 5:00 PM, with flexibility for client workshop presentations.
To Apply:
Upload your resume. You will receive an email with a survey link. Fill it out as soon as you are able. We will be in touch.
About Carolina Family Estate Planning
Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. Core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving drive us. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.
We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.
At Carolina Family Estate Planning, we are committed to placing the right people in the right roles.
As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process.
If you do not receive the email within 24 hours of applying, please check your spam or promotions folder. If it is still missing, feel free to contact us at HR@carolinafep.com.