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Trust Manager Jobs (NOW HIRING)

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

We're committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often ...

Goff Legal, PC

Trust Administration Attorney

You will focus on Trust Administration, Conservatorship, Trust Management, and occasionally Probate. You're right for this job if you are... * Licensed & Experienced: You hold a J.D., an active CA ...

Greenfield Banking Company

Trust Officer

Greenfield, IN · On-site

Their proactive management can significantly make an impact on the trust's performance and the beneficiaries' satisfaction. ESSENTIAL DUTIES Fiduciary Management: * Handle and manage trust accounts ...

Greenfield Banking Company

Trust Officer

Greenfield, IN · On-site

Handle and manage trust accounts, ensuring compliance with legal and regulatory requirements. * Act in the best interest of beneficiaries, adhering to the terms of the trust document. * Oversee the ...

The Forge Companies

Trust Officer II

Brentwood, TN

Job Summary The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing all phases of trust administration across a diverse portfolio of complex trust ...

The Forge Companies

Trust Officer II

Brentwood, TN · On-site

Job Summary The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing all phases of trust administration across a diverse portfolio of complex trust ...

Trident Trust

Trust Officer

Sioux Falls, SD · On-site

Responsible for all aspects of Trust Administration and ongoing relationship management. * Assist ... with new business development and prepare acquired new account paperwork. Minimum Skills and ...

Trident Trust

Trust Administrator

Sioux Falls, SD · On-site

Review new account paperwork and set-ups for accuracy and work with all departments, TO, and management to resolve deficiencies. * Prepare client risk profile for Trust Officer * Process daily mail ...

BGM Group

Trust Associate

Sioux Falls, SD · On-site

As part of the BGM Group, we partner across tax, wealth management, and advisory services to ... Trust and estate services are at the core of what we do. We work closely with individuals and ...

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Trust Manager information

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$11K

$124.8K

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How much do trust manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for trust manager in the United States is $124,835.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $158,500.00 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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Trust Manager jobs near you
Infographic showing various Trust Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $124,835 per year, or $60 per hour.

Trust Officer

Midwest Trust Company

Westerville, OH

Full-time

Retirement

Re-posted 26 days ago

Job description

Description

As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements. 

Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs. 


Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.

Requirements

  • Trust Administration: Oversee the administration of trust accounts, including establishing trusts, managing trust assets, and      ensuring compliance with trust agreements and applicable laws. 
  • Client Relationship Management: Serve as the primary point of contact for high-net-worth clients, addressing their inquiries, providing guidance on trust-related matters, and cultivating strong relationships to understand their financial goals and needs.
  • Fiduciary  Duties: Fulfill fiduciary responsibilities by acting in the best interests of trust beneficiaries, making prudent      investment decisions, and executing trust distributions and disbursements accurately and timely. 
  • Asset Management:  Partner with Portfolio Managers to develop and implement investment strategies for trust assets in      alignment with clients' risk tolerance, investment objectives and applicable legal requirements. 
  • Risk Management: Assess and mitigate risks associated  with trust administration, investment activities, and regulatory      compliance, ensuring the protection of client assets and interests. 
  • Compliance: Stay abreast of regulatory changes and ensure adherence to trust laws, tax regulations, and industry standards to maintain compliance and mitigate legal risks.
  • Documenting and Reporting: Prepare and maintain accurate trust documentation, including trust agreements, investment records, and  financial reports, and provide comprehensive reporting to clients and  regulatory authorities as required. 
  • Team Collaboration: Collaborate with internal Trust Experts, including Portfolio Managers, Legal and Compliance to address      complex trust issues, resolve client concerns, and optimize trust  administration process       
  • Assist clients with inquires, request and account maintenance.
  • Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.
  • Maintain accurate client records and documentation. 

Experience, Education, Knowledge, and Skills 

  • Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)
  • Extensive experience (3-5 years) in trust administration, estate planning or wealth management preferably with a trust company or financial institution.
  • In-depth knowledge of trust laws, fiduciary responsibilities, investment principles, and tax implications related to trust accounts. 
  • Strong analytical skills with the ability to assess complex financial situations and develop strategic solutions.
  • Excellent communication and interpersonal skills for effectively interacting with clients, colleagues, and external stakeholders.  
  • Proficiency in trust administration software and Microsoft Office Suite.  
  • Commitment to upholding ethical standards, maintaining confidentiality, and delivering exceptional service to clients.  

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