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Trust Manager Jobs in Rochester, NY (NOW HIRING)

Safran

Lead Program Manager

Rochester, NY · On-site

$118K - $160K/yr

The Lead Program Manager is responsible for overseeing the development, execution, and delivery of ... In 2022, Safran acquired Orolia, now Safran Trusted 4D, the world leader in Resilient PNT. At the ...

Safran

Lead Program Manager

Rochester, NY · Hybrid

The Lead Program Manager is responsible for overseeing the development, execution, and delivery of ... In 2022, Safran acquired Orolia, now Safran Trusted 4D, the world leader in Resilient PNT. At the ...

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All JobsTrust JobsTrust Manager JobsTrust Manager Jobs in Rochester, NY

Trust Manager information

See Rochester, NY salary details

$11.4K

$129.2K

$213.2K

How much do trust manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for trust manager in Rochester, NY is $129,212.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,600.00 and $164,100.00 per year, depending on experience, location, and employer.

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 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.

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 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.
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What job categories do people searching Trust Manager jobs in Rochester, NY look for?

The top searched job categories for Trust Manager jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Trust Manager jobs?

Cities near Rochester, NY with the most Trust Manager job openings:

Trust Manager jobs near you
Infographic showing various Trust Manager job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $129,212 per year, or $62.1 per hour.

Paralegal, Trust & Estates

Woods Oviatt Gilman LLP

Rochester, NY • On-site

$52K - $75K/yr

Full-time

Life

Posted 18 days ago

Job description

POSITION DESCRIPTION
Trust & Estates Paralegal

Department: Trust & Estates

Location: Rochester

Classification: Salaried non-exempt

Job Type: Full-time M-F, 8:00 AM- 5:00 PM

Company Overview:

Woods Oviatt Gilman, LLP is a leading and reputable full-service law firm dedicated to providing exceptional legal services to our clients. With a team of highly skilled and experienced attorneys, we strive to deliver comprehensive and effective solutions to meet the diverse needs of our clients. Our headquarters is in Rochester, NY with additional offices in Albany and Buffalo, NY.

We foster a collaborative and inclusive work environment where every team member is valued and respected. We encourage open communication, teamwork, and professional growth. Our firm promotes a healthy work-life balance and supports the well-being of our employees.

Summary:

We are seeking a self-motivated Paralegal to join our dynamic team. The ideal candidate will manage all aspects of the estate and trust administration process, with substantial client interaction and collaboration with the department’s attorneys. This position provides an excellent opportunity to take on significant responsibilities and gain hands-on experience in a sophisticated, collaborative, and team-oriented work environment.

Duties and Responsibilities:

  • Secure documents related to the client’s estate
  • Assist in valuing the assets in the estate
  • Prepare documents and assist with creating and transferring assets into trusts to ease the probate process
  • Prepare and file probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices)
  • Filing life insurance claims and other death benefits
  • Contact beneficiaries and next of kin regarding admission of the will and other probate hearings
  • Administer estate accounts and assist with the liquidation and transfer of property
  • Prepare income tax returns for the estate or trust, including fiduciary income tax planning
  • Prepare federal and/or NY estate tax returns
  • Participate in the administration of guardianships and trusts
  • Assist with name changes and adoption proceedings
  • Assist with preparing estate documents for the attorney’s review (wills, powers of attorney, healthcare directives, and living wills)

Minimum Required Qualifications:

  • Associate degree in paralegal studies or equivalent combination of education and relevant experience
  • 1-3 years of trust and estates administration experience as a paralegal
  • Strong organizational, problem-solving, and multitasking abilities
  • Excellent initiative, follow-through, and work ethic
  • Exceptional grammar, communication, and customer service skills
  • Ability to work independently, collaboratively, and maintain composure in high-volume periods
  • Proficiency in Microsoft Office Suite

Preferred Qualifications:

  • Bachelor's Degree
  • 4+ years of trust and estates experience as a paralegal
  • Proficiency in estate planning and probate document drafting software

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. This is a snapshot of the core functions and responsibilities. All inquiries will be handled with the utmost confidentiality. The compensation range for this position is $52,000- $75,000 annually, representing our good faith and reasonable estimate of the potential compensation at the time of posting. Actual compensation will be determined based on various factors, including the candidate’s qualifications, experience, skill set, and office location.

Woods Oviatt Gilman LLP is an Equal Opportunity Employer. We value an open mind, dedication to work, and a collaborative spirit. We hire based on these qualities, a job’s requirements, our business needs, and an applicant’s qualifications. We do not tolerate discrimination or harassment of any kind—in the hiring process or in the workplace. We comply with the ADA and consider reasonable accommodation measures that may be necessary for eligible applicants/employees to perform essential functions. We participate in E-Verify. We will provide the federal government with employees’ Form I-9 information to confirm authorization to work in the U.S. We will only use E-Verify once an employee has accepted a job offer and completed Form I-9.