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Trust Manager Jobs in Riverside, CA (NOW HIRING)

Withum

Trust and Estate Tax Manager

Irvine, CA · On-site +1

$105K - $190K/yr

As a Trust and Estate Tax Manager based out any of our office locations , you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a ...

US Bank

Wealth Management Senior Trust Officer

Irvine, CA · On-site

$117K - $143K/yr

... trust accounting/reporting, and other regulatory compliance requirements * Basic project and information management skills * Ability to identify and resolve complex problems with minimal guidance

US Bank

Wealth Management Senior Trust Officer

Orange, CA · On-site

$117K - $143K/yr

... trust accounting/reporting, and other regulatory compliance requirements * Basic project and information management skills * Ability to identify and resolve complex problems with minimal guidance

US Bank

Trust Reporting Analyst

Irvine, CA

U.S. Bank Global Corporate Trust Services is one of the largest providers of corporate trust ... Frequent interaction with asset managers, investors, auditors and rating agencies. Location ...

Jobot

Trust Litigation Attorney

Irvine, CA · On-site

$130K - $200K/yr

Ability to work independently and as part of a team, manage multiple tasks and deadlines, and ... trust-and-estate #estate-litigation #tier3

Jobot

Trust & Estate Administration Attorney

Irvine, CA · On-site

$150K - $275K/yr

... case management Communicate directly with clients and advisors Requirements: J.D. from an ... an attorney in trust and estate administration Completed LLM in Taxation is strongly preferred ...

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Trust Manager information

See Riverside, CA salary details

$11.5K

$130.2K

$214.9K

How much do trust manager jobs pay per year?

As of Aug 25, 2026, the average yearly pay for trust manager in Riverside, CA is $130,236.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $165,400.00 per year, depending on experience, location, and employer.

What is a trust manager?

A Trust Manager is a professional responsible for overseeing and administering trusts on behalf of individuals, families, or organizations. Their duties include managing trust assets, ensuring compliance with legal and fiduciary responsibilities, distributing funds to beneficiaries, and maintaining records. Trust Managers work closely with legal, financial, and tax advisors to safeguard the interests of the trust and its beneficiaries. They play a critical role in estate planning and wealth management, providing guidance and support to clients throughout the life of the trust.

What is a trust manager?

A trust manager, also called a trustee, oversees the financial operations of trust funds on behalf of the fund’s beneficiaries. As a trust manager, your job duties include opening and closing trust fund accounts, monitoring the financial performance of investments in the accounts, executing investment decisions, and negotiating with buyers or sellers of real estate owned by a trust fund. The qualifications you need for a career as a trust manager are a bachelor’s degree in finance, accounting, business, or a related field. You should also have excellent analytical and decision-making skills, and experience working in the financial industry.

What are the key skills and qualifications needed to thrive as a trust manager, and why are they important?

To thrive as a Trust Manager, you need expertise in trust administration, fiduciary law, and financial management, typically supported by a relevant degree and industry certifications such as the Certified Trust and Fiduciary Advisor (CTFA). Proficiency in trust accounting software, estate planning tools, and compliance systems is commonly required. Exceptional communication, attention to detail, and strong interpersonal skills help in managing client relationships and navigating complex family dynamics. These skills ensure the effective administration of trusts, regulatory compliance, and high levels of client satisfaction.

What are some common challenges faced by trust managers when managing client relationships?

Trust Managers often navigate complex relationships with clients, balancing their fiduciary responsibilities with clients' unique financial goals and family dynamics. A common challenge is addressing sensitive topics such as succession planning or investment risk tolerance while maintaining trust and clear communication. Additionally, Trust Managers must stay abreast of changing regulations and tax laws to provide accurate advice, all while collaborating closely with legal, tax, and investment professionals to ensure clients' interests are fully protected.

What is the difference between Trust Manager vs Trust Officer?

AspectTrust ManagerTrust Officer
CredentialsCertifications like CTFA, CPA, or legal qualifications often preferredSimilar certifications, often with legal or financial background
Work EnvironmentFinancial institutions, private banks, trust companiesSame as Trust Manager, working within banks or trust firms
ResponsibilitiesOversees trust portfolios, manages client relationships, ensures complianceHandles trust account setup, administration, and client communication
Industry UsageCommonly used in banking and wealth management sectorsOften used interchangeably with Trust Manager in financial services

While both Trust Managers and Trust Officers work within trust and financial institutions, Trust Managers typically oversee entire trust portfolios and client relationships, whereas Trust Officers focus more on trust account administration and client onboarding. The roles often overlap, but Trust Managers usually hold broader responsibilities in managing trust services.

More about Trust Manager jobs

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For Trust Manager jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Trust Manager jobs in Riverside, CA look for?

The top searched job categories for Trust Manager jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Trust Manager jobs?

Cities near Riverside, CA with the most Trust Manager job openings:

Trust Manager jobs near you
Infographic showing various Trust Manager job openings in Riverside, CA as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $130,236 per year, or $62.6 per hour.

Sr. Trust Officer - Market Lead

Mechanics Bank

Irvine, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Mechanics Bank rating

5.9

Company rating: 5.9 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

157th of 172 rated banks

Job description

Mechanics Bank is currently searching for a Sr. Trust Officer - Market Leader to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site.
The Sr. Trust Officer - Market Leader, under limited supervision, administers larger and more complex accounts, including, but not limited to trust, investment management, agent for trustee, custody, and related accounts, which may include business interests, complex family issues, litigation, estate planning, and advanced tax considerations. Maintains an appropriate balance between mitigating risks and meeting the needs of clients. Represents and promotes the Bank with all trust-related parties including clients, beneficiaries, attorneys, CPAs, and other professional advisors. Provides leadership and guidance to Trust Officers and support staff. Owns the assigned sales goal for the region and implements market specific sales strategy to ensure new revenue goals are met. Duty to retain business and develop existing relationships. Sets the standard for service execution and guides the team on the culture of Wealth Management. Attends industry events and represents the department to enhance the reputation of the Bank to expand new business opportunities.
What you will do:
  • Proactively administers and manages activities for assigned trust, investment management, agent for trustee and custody accounts, adhering to the terms of the governing documents. Accurately interpret and apply provisions of governing documents consistent with applicable statutes and regulations. Manages all tax and legal activities related to assigned accounts.
  • Proactively administers and manages activities for assigned trust, investment management, agent for trustee and custody accounts, adhering to the terms of the governing documents. Accurately interpret and apply provisions of governing documents consistent with applicable statutes and regulations. Manages all tax and legal activities related to assigned accounts.
  • Coordinates the receipt, valuation, review, custody, and disposition of account assets. Obtains, reviews, and maintains appropriate account documentation according to internal procedures and regulatory requirements.
  • Authorizes discretionary and non-discretionary payments and gathers appropriate backup documentation.
  • Serves on various internal fiduciary/governance committees and project teams as assigned, such as new account acceptance, discretionary review and trust administrative committee to review and create tasks in line with internal procedures and follow through with resolution of actions.
  • Communicates with clients, beneficiaries, care managers, attorneys, CPAs, portfolio managers and other professionals to resolve problems and concerns with accounts.
  • Strong emphasis on cultivating relationships with clients, beneficiaries, internal partners, attorneys, CPAs, and other centers of influence to encourage referral opportunities with a view to new business.
  • Represents and promotes the Bank in civic and community groups and events to enhance the reputation of the Bank and expand new business opportunities.
  • Travel - 10-20 %.

Who you are:
  • 4 Year Bachelor's Degree in Business Administration, Finance or a related field preferred.
  • Graduate Degree preferred.
  • 10 years minimum of Trust Administration required Required.
  • 3 years minimum of Leadership required.
  • Licensing and Certifications CTFA or JD preferred, Notary license may need to be obtained.
  • Additional experience may be considered in lieu of degree.
  • Certified Trust and Fiduciary Advisor (CTFA) or JD preferred.
  • Ability to analyze and interpret legal, investment, and tax documents working effectively with internal and external advisors.
  • Effective interpersonal relationship skills and effective communication skills.
  • Knowledge of fiduciary and individual income tax laws.
  • Knowledge of gift, estate and generation-skipping transfer tax laws and concepts and ability to evaluate estate planning documents.
  • Ability to communicate with people from various socio-economic and education levels.
  • Excellent mediation skills.
  • Proactive approach to problem solving and ability to identify and act on potential liability issues.
  • Strong computer skills including the ability to utilize specialized trust administration software.
  • Ability to grow client base and generate revenue.

ADA Requirements:
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
  • The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision.
  • The noise level in the work environment is usually moderate.

#LI-HJ1
Pay Range: $170,000 - $260,000 annually
AIP Bonus up to 25%
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
  • Medical, prescription, dental, and vision coverage for employees and their eligible family members
  • Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
  • Health Savings Account with employer contribution
  • Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
  • 401(k) and Roth 401(k) with company contribution
  • 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
  • Supplemental Health plans, Voluntary Legal and Identity Theft Services
  • 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
  • Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
  • Please view Equal Employment Opportunity Posters provided by OFCCP here.
  • To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
    California Privacy Policy for Prospective Employees | Mechanics Bank

[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

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