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Trust Officer Jobs (NOW HIRING)

Old North State Trust

Trust Officer

Mooresville, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

Old North State Trust

Trust Officer

Greenville, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

MRINetwork Jobs

Trust Officer

Manhattan, NY · On-site

$120K - $145K/yr

  • Retirement

Trust Officer Are you the kind of Trust Officer who enjoys navigating complex fiduciary relationships, solving sophisticated planning challenges, and building lasting client partnerships? We're ...

Old North State Trust

Trust Officer

Mooresville, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

Old North State Trust

Trust Officer

Lexington, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

Old North State Trust

Trust Officer

Greensboro, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

MRINetwork Jobs

Trust Officer

Manhattan, NY · On-site

$120K - $145K/yr

  • Retirement

Trust Officer Are you the kind of Trust Officer who enjoys navigating complex fiduciary relationships, solving sophisticated planning challenges, and building lasting client partnerships? We're ...

Old North State Trust

Trust Officer

Greenville, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

Old North State Trust

Trust Officer

Greensboro, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

MRINetwork Jobs

Trust Officer

Manhattan, NY · On-site

$120K - $145K/yr

  • Retirement

Trust Officer Are you the kind of Trust Officer who enjoys navigating complex fiduciary relationships, solving sophisticated planning challenges, and building lasting client partnerships? We're ...

Osaic

Trust Officer

Henderson, NV · On-site

The Trust Officer is responsible for the administration of assigned accounts. Our selected candidate will represent the company in business activities and contacts with customers, outside ...

Osaic

Trust Officer

Henderson, NV · On-site

The Trust Officer is responsible for the administration of assigned accounts. Our selected candidate will represent the company in business activities and contacts with customers, outside ...

Old North State Trust

Trust Officer

Lexington, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

IRALOGIX,Inc

Trust Officer

Las Vegas, NV · On-site

Trust Officer Location: Las Vegas, NV Job Type: Full-Time or Part-Time/Exempt Industry: Retirement Services/FinTech Software Travel: 0%-5% ILX Trust is a start-up passive trust company wholey owned ...

Old North State Trust

Trust Officer

Greenville, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

Osaic

Trust Officer

Henderson, NV · Hybrid

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The Trust Officer is responsible for the administration of assigned accounts. Our selected candidate will represent the company in business activities and contacts with customers, outside ...

Osaic

Trust Officer

Henderson, NV · Hybrid

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Trust Officer Opportunity in Trust Services Premier Trust - Trust Officer Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074 Schedule: Osaic has returned to the office on a hybrid ...

Old North State Trust

Trust Officer

Mooresville, NC · On-site

Greenville, NC SUMMARY The Trust Officer provides expertise and communication in trust and estate issues. This position works as a liaison between trust clients and various related agencies or ...

Charles Schwab Inc.

Trust Officer

Wilmington, DE · On-site

$85K - $145K/yr

The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business.

Midland States Bank

Trust Officer

Saint Louis, MO

$89K - $119K/yr

  • Medical

  • Retirement

  • PTO

Trust Officer At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal ...

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Trust Officer information

See salary details

$39.5K

$87.7K

$123K

How much do trust officer jobs pay per year?

As of Aug 13, 2026, the average yearly pay for trust officer in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 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.
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Trust Officer jobs near you
Infographic showing various Trust Officer job openings in the United States as of August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Trust Officer

Old North State Trust

Mooresville, NC • On-site

Full-time

Re-posted 14 days ago

Job description

If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition programs, supports local non-profits and community service activities, is a great group of people to interact with every day, and has competitive pay and outstanding benefits... Old North State Trust may be the right place for you.
Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of Trust Officer. This position may be based in any of the following locations:
  • Greensboro, NC
  • Mooresville, NC
  • Lexington, NC
  • Wilmington, NC
  • Greenville, NC

SUMMARY
The Trust Officer provides expertise and communication in trust and estate issues. This position
works as a liaison between trust clients and various related agencies or advisors. Specific tasks
include interpreting legal documents, reviewing client relationships, monitoring funds, reporting
to management, and completing various forms of paperwork.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be
assigned.
  • Responsible for administration, management and servicing of assigned fiduciary and
  • investment management accounts
  • Administers personal trusts, guardianships and other fiduciary accounts per terms of
  • governing document
  • Partners with external advisors regarding tax, legal and other fiduciary matters
  • Consults with attorneys regarding legal needs and interpretation of trust documents, wills
  • and other legally prepared materials
  • Promotes and sells trust services to new and existing customers; maintaining our current
  • client relationships and developing new client relationships in the areas of investment
  • management trust administration estate and retirement planning and retirement benefit
  • plans
  • Proactively delivers and provide oversight of all estate settlement processes make postmortem
  • elections and work closely with Operations Supervisor in the preparation of
  • estate tax returns, gift tax returns, fiduciary tax returns, and accountings for trusts and
  • estates
  • Provides consultation on financial and wealth management matters

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
ability required. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
  • Possesses strong business development skills
  • Has significant knowledge of fiduciary duties and trust administration
  • Has a bachelor's degree, preferably in finance, business administration or hold an MBA
  • in Trust and Wealth Management. CTFA designation is preferred.
  • Possesses a working knowledge of financial services industry trends, directions, major
  • issues, regulatory considerations and trendsetters.
  • Has demonstrated success working with teams.

PHYSICAL DEMANDS
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. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
  • Ability to hear and communicate verbally
  • Ability to see and read printed materials and computer monitors
  • Manual dexterity to operate a keyboard
  • Ability to sit for long periods

WORK ENVIRONMENT
  • This position primarily works in a temperature controlled office environment.
  • The noise level is low. Hearing protection is typically not required.

WORK HOURS
  • The work hours for this position vary.
  • Overtime and weekend work may be required during busy periods.

DRESS CODE
  • Business casual attire appropriate for a business setting

Apply