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Trust Officer Jobs in Boca Raton, FL (NOW HIRING)

Bank of America

Senior Trust Officer

Palm Beach, FL · On-site

Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust ...

CFS

Chief Financial Officer

Fort Lauderdale, FL

$130K - $160K/yr

Serve as a strategic advisor and trusted business partner to the President & CEO. * Play a critical role in shaping the long-term financial sustainability and growth of a respected nonprofit ...

CFS

Chief Financial Officer

Fort Lauderdale, FL

$130K - $160K/yr

Serve as a strategic advisor and trusted business partner to the President & CEO. * Play a critical role in shaping the long-term financial sustainability and growth of a respected nonprofit ...

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All JobsTrust Officer JobsTrust Officer Jobs in Boca Raton, FL

Trust Officer information

See Boca Raton, FL salary details

$37.5K

$83.2K

$116.7K

How much do trust officer jobs pay per year?

As of Aug 9, 2026, the average yearly pay for trust officer in Boca Raton, FL is $83,203.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $102,000.00 per year, depending on experience, location, and employer.

What are the typical challenges a trust officer faces when managing multiple client accounts?

Trust Officers often juggle multiple client accounts, each with unique needs and compliance requirements. A common challenge is balancing personalized service with the need to adhere to strict regulatory and fiduciary standards. Trust Officers must carefully manage client expectations, stay updated on evolving trust laws, and coordinate with legal, investment, and tax professionals. Strong organizational skills and proactive communication are essential to ensure client satisfaction and regulatory compliance.

What does a trust officer do?

A trust officer is a banking industry professional who advises on trust and estate issues. This job is also called a trust administrator. Your responsibilities for this career include communicating with clients, agencies, advisors, and other bank personnel on the laws and options concerning trusts and estate matters. You play an integral role in assisting clients with financial decisions that have an impact both professionally and personally. Qualifications for this position include a degree in business, accounting or finance, and training on trusts and financial instruments.

What is the difference between Trust Officer vs Trust Administrator?

AspectTrust OfficerTrust Administrator
CredentialsTypically requires securities licenses, financial certifications, or legal knowledgeOften holds administrative or trust management certifications, but less regulatory licensing
Work EnvironmentWorks in banks, trust companies, or financial institutions, engaging with clients and managing trust portfoliosOperates within trust departments, focusing on day-to-day trust account administration
Employer & IndustryFinancial institutions, wealth management firms, trust companiesTrust departments within banks or financial service providers

While both roles involve managing trusts, the Trust Officer typically handles client relationships, investment decisions, and compliance, whereas the Trust Administrator focuses on the operational aspects of trust accounts. Understanding these differences helps clients and professionals identify the right role for their needs.

What is a trust officer?

Trust Officers are financial professionals responsible for managing trusts, estates, and other fiduciary accounts on behalf of clients. They ensure that assets are managed and distributed according to the terms of trust documents and relevant laws. Trust Officers work closely with individuals, families, and institutions, providing guidance on estate planning, tax strategies, and asset management. Their goal is to protect the interests of beneficiaries while adhering to legal and ethical standards.

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

To thrive as a Trust Officer, you need a solid understanding of trust administration, estate planning, and fiduciary law, often supported by a degree in finance, law, or accounting. Familiarity with trust accounting software, wealth management platforms, and relevant certifications such as CTFA (Certified Trust and Fiduciary Advisor) is highly beneficial. Outstanding interpersonal skills, discretion, and problem-solving abilities help you build client relationships and navigate complex family dynamics. These skills ensure that clients' financial interests are protected, regulatory requirements are met, and trust services are delivered with integrity and professionalism.
More about Trust Officer jobs
What are the most commonly searched types of Trust Officer jobs in Boca Raton, FL? The most popular types of Trust Officer jobs in Boca Raton, FL are:
What are popular job titles related to Trust Officer jobs in Boca Raton, FL? For Trust Officer jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Trust Officer jobs in Boca Raton, FL look for? The top searched job categories for Trust Officer jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Trust Officer jobs? Cities near Boca Raton, FL with the most Trust Officer job openings:
Trust Officer jobs near you
Infographic showing various Trust Officer job openings in Boca Raton, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $83,203 per year, or $40 per hour.

Trust Administration - Trust Officer Senior

Kestra Holdings

West Palm Beach, FL • On-site

Full-time

Medical, Retirement

Re-posted 15 days ago

Job description

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company's primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust's expertise in trust services. Arden Trust's advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
Lead with Purpose. Partner with Impact.
As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals.
What You'll Do:
  • Establish our operational goals and work plans, and delegate's assignments to your team.
  • Involved in developing our policies that affect immediate client operations and may have a broader impact to your team or division.
  • Work on issues where analysis of situations or data requires an in-depth knowledge of organizational goals of the enterprise.
  • Participate in our preliminary discovery of new business opportunities; perform administrative reviews; work with Financial Advisors; coordinate with business development and document review to determine appropriateness of the business.
  • Implement strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
  • Establish and assure adherence to budgets, schedules, work plans and performance requirements.
  • Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
  • Perform account administration functions according to internal procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment goals, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
  • Respond on time to management, auditors, and bank examiners' inquiries as requested; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
  • Help develop trust administrator to confirm familiarity with accounts and procedures.
  • Work with all professional partners and co-workers.
  • Masters all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.
  • Other related tasks assigned.

What You Bring:
  • Teamwork and leadership orientation.
  • Prioritization and Organization
  • Experience supervising or mentoring junior trust officers
  • Background within private banking, wealth management, or estate settlement teams.
  • Experience with specialized assets

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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