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Trust Associate Jobs (NOW HIRING)

Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new ... associate training and onboarding. * Community Involvement: Maintain a presence within our markets ...

Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new ... associate training and onboarding. * Community Involvement: Maintain a presence within our markets ...

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 ...

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 and a minimum of 1 years' experience supporting the administration of fiduciary ... Bachelor's degree Minimum of 1 years' estates and trust experience CTFA (Certified Trust and ...

As a Trust Officer at UMB you will build long-term client relationships and enhance existing ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Trust Officer

Big Lake, MN · On-site

$57K - $90K/yr

As a Trust Officer at UMB you will build long-term client relationships and enhance existing ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

As a Trust Officer at UMB you will build long-term client relationships and enhance existing ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Trust Officer

Reno, NV

$111K - $177K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... You have a passion for trust administration and are comfortable mentoring less experienced ...

Trust Officer

Reno, NV · On-site

$111K - $177K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... You have a passion for trust administration and are comfortable mentoring less experienced ...

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Trust Associate information

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How much do trust associate jobs pay per hour?

As of Jul 17, 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 do trust associates do?

Trust associates are responsible for managing and administering trust accounts, ensuring compliance with legal and financial regulations. They review documents, process transactions, and communicate with clients and beneficiaries to maintain accurate records and uphold fiduciary duties.

What is the 3 month rule for jobs?

The 3 month rule for a Trust Associate typically refers to a probationary period of three months during which performance and suitability for the role are assessed. Successful completion of this period may lead to permanent employment, and it often involves regular evaluations and feedback. This period helps employers ensure the candidate meets the job requirements and maintains compliance with trust policies and regulations.

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 jobs pay 4000 a week without a degree?

A Trust Associate typically does not earn $4,000 weekly without a degree, as this role usually requires relevant financial or legal experience. High-paying jobs that can reach this level without a degree often include sales, real estate, or specialized trades like commercial driving or skilled labor, which rely more on experience and certifications than formal education.

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.

How much does an assistant trust officer make?

An assistant trust officer typically earns between $50,000 and $80,000 annually, depending on experience, location, and the size of the financial institution. They assist with managing trust accounts, estate planning, and client relationships, often requiring knowledge of trust laws and financial regulations.

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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SVP, Trust Officer

$125K - $175K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago


Job description

SVP, Trust Officer

Location: Denver Tech Center (In-Office)

Job Type: Full-Time Exempt

Salary: $125,000 - $175,000/YR   Actual offer will be based on experience, location, education, and/or skills

Applications should be submitted for consideration no later than 07/31/2026.

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Who We're Looking For

You're a highly experienced fiduciary professional with deep expertise in trust administration, estate planning, and high-net-worth client relationships. You bring a consultative mindset, strong technical knowledge, and a proven ability to grow and retain complex client relationships. You are comfortable acting as a trusted advisor while balancing fiduciary responsibility, compliance, and business development.

 

About the Role

The SVP, Trust Officer is responsible for the administration and expansion of large and complex trust relationships to achieve revenue goals, by developing and maintaining strong relationships with clients and Profit Center associates.  Responsible for the sales and service efforts of First Western Trust's profit centers by identifying key potential revenue generators such as loans, deposits, and investment asset opportunities. Ensure that Federal law, State law, all FWTB policies and procedures and all compliance-related matters are addressed and adhered to by Profit Center associates.

What You'll Do

  • Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs. 
  • Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs, and identify and present solutions to meet client goals.
  • Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with. 
  • Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio.  Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans.  Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
  • Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
  • Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.
  • Quarterback and provide sales support for new trust opportunities as appropriate.  Coordinate preparation of RFP's, fiduciary sales presentations and compiling other materials as necessary.  Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
  • Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding.
  • Community Involvement: Maintain a presence within our markets and communities through philanthropic and business boards involvement, as well as networking with like-minded professionals within the industry.

What You Bring

  • Juris Doctor (JD) or CTFA with significant relevant work experience (required).
  • 7-10 years of trust administration and/or experience as an attorney specializing in trust & estate planning.
  • 5-7 years of business development and leadership.
  • Experience working with high-net-worth and complex fiduciary accounts.
  • Strong knowledge of trust law, tax, and regulatory requirements.
  • Proven relationship management and business development skills.
  • Excellent communication and advisory capabilities.
  • Ability to manage complex client needs with sound judgment.

 

What We Offer

  • Competitive base salary: $125,000 - $175,000/YR, plus strong bonus potential.
  • 401(k) plan with employer match.
  • Paid parking and transportation benefits.
  • Comprehensive health and wellness benefits, including:
    • Health savings accounts (HSA)
    • Flexible spending accounts (FSA)
    • Medical, dental, and vision coverage
  • Generous paid time off and bank holidays.
  • Access to training and professional development programs.
  • Sponsorship and support for obtaining professional certifications.
  • A culture of collaboration, continuous improvement, and shared success.

____________________________________________________________________________________________

Who We Are

At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

  • Demand and reward excellence.
  • Take action and responsibility.
  • Collaborate, communicate openly, and give/receive feedback with trust.
  • Go above and beyond to do what's right-always.

If that sounds like you, you'll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com. 

Equal Opportunity Employer

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.Â