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Unitrust Jobs (NOW HIRING)

VisionsHR

$175K - $220K/yr

Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...

Eastern Bank

Wealth Management Coordinator

Boston, MA · On-site

$19.50 - $31.34/hr

... UPIA/Unitrust processes, ILIT reviews, court accountings, estate oversight, and policy reviews. * Facilitate and manage special review projects. REQUIREMENTS: * Excellent organizational ...

Bessemer Trust Inc.

Client Advisor

Seattle, WA · On-site

$125K - $175K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust Company

Client Advisor

Seattle, WA · On-site

$125K - $175K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust Company

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust Inc.

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust Company

Client Advisor

Greenwich, CT · On-site

$100K - $150K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust Inc.

Client Advisor

Manhattan, NY · On-site

$100K - $150K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust Inc.

Client Advisor

Greenwich, CT

$100K - $150K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust

Client Advisor

Manhattan, NY · On-site

$100K - $150K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust

Client Advisor

San Francisco, CA

$135K - $185K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Laird Norton Wetherby

Senior Tax Advisor

Seattle, WA · On-site +1

$23K - $250K/mo

Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...

Laird Norton Wetherby

Senior Tax Advisor

Seattle, WA

$23K - $250K/mo

Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...

Bessemer Trust Company

Client Advisor

Manhattan, NY · On-site

$100K - $150K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...

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$33K

$59.7K

$89K

How much do unitrust jobs pay per year?

As of Jun 6, 2026, the average yearly pay for unitrust in the United States is $59,731.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $68,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Unitrust position, and why are they important?

To thrive in a Unitrust role (such as a Unitrust Officer or Trust Administrator), you need a strong understanding of fiduciary principles, trust administration, and wealth management practices, often supported by a degree in finance, law, or a related field. Familiarity with trust accounting systems, estate planning software, and regulations governing trust entities is typically required, and professional certifications such as CTFA (Certified Trust and Fiduciary Advisor) are valuable. Attention to detail, strong organizational skills, and excellent communication abilities are vital for managing complex trust relationships and collaborating with clients and legal professionals. These competencies ensure accurate administration, regulatory compliance, and high-quality service delivery to beneficiaries and clients.

What are the typical daily responsibilities of someone working in a Unitrust role?

Professionals in a Unitrust role typically oversee the administration of unitrust accounts, ensuring distributions are handled accurately, and maintain compliance with regulatory and client guidelines. Daily tasks often include reviewing trust documentation, coordinating with investment advisors, preparing detailed reports, and responding to inquiries from beneficiaries or legal representatives. You may also be responsible for monitoring asset performance, updating account records, and supporting estate planning initiatives. This role involves frequent collaboration with legal, tax, and investment professionals, offering a dynamic and client-focused work environment. Mastery of these tasks helps build strong client relationships and ensures the integrity and growth of trust assets.

What is a Unitrust job?

A Unitrust job typically refers to a role within a financial or legal organization that deals with unitrusts, a type of trust that pays beneficiaries a fixed percentage of the trust's value annually. Professionals in this role may work in estate planning, trust management, or financial advising, helping clients establish and manage their unitrusts. Responsibilities often include investment oversight, compliance with legal requirements, and ensuring proper distribution of funds to beneficiaries.

More about Unitrust jobs
What states have the most Unitrust jobs? States with the most job openings for Unitrust jobs include:
What job categories do people searching Unitrust jobs look for? The top searched job categories for Unitrust jobs are:
Unitrust jobs near you
Infographic showing various Unitrust job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution, with an average salary of $59,731 per year, or $28.7 per hour.

Personal Trust Officer II (exempt), Trust

Central Bank

Lexington, KY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities JOB SUMMARY: Advises, analyzes, supervises, and performs professional duties in Personal Trust/Estate Administration. LEVEL II DIFFERENTIATION: • Works with complex trust arrangements such as charitable unitrust and lead trusts; complex personal trusts such as QTIP, Unitrust, Family Succession Planning and other arrangements dealing with tax, estate planning and charitable planning. • Completion of National Trust School program or other industry recognized program such as Cannon Financial Institute. • Attainment of certain industry recognized certifications such as JD degree, CTFA, CISP, CFIRS, or CWS. EDUCATION/EXPERIENCE REQUIRED: Must have one of the following: * Bachelor's degree and four years of experience in Personal Trust Administration * Associate's degree and six years of experience in Personal Trust Administration QUALIFICATIONS/SKILLS REQUIRED: * Excellent verbal and written communication skills * Proven strength in problem solving, negotiation, business development, organization, time management, interpersonal skills, and customer service * Strong computer skills to include Word, Excel, and Trust accounting systems * Sales and business development oriented ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: 1. Supervisory duties to include interviewing and selection, training and development, delegating responsibilities, monitoring work flow, ensuring quality control, monitoring and tracking employee performance, completing performance appraisals, coaching and counseling, administering progressive discipline, and ensuring compliance to bank policies and procedures. 2. Develops new trust business and integrates book of business throughout the banking network. 3. Meets with clients to discuss investments and investment philosophy, develop strategies, and provide related professional guidance. 4. Maintains daily oversight of overdrafts/cash balances for all assigned accounts. 5. Meets departmental compliance and regulatory standards. 6. Prepares proposals for Personal Trust accounts, and makes presentations to prospective customers and civic groups. 7. Contributes to streamlining departmental paper flow for daily work and improving the quality of reports generated for customers. 8. Works with other areas of Trust Group and bank to integrate ideas and services and to improve the generation of new business and services. 9. Represents the Bank on various civic boards and in community activities. 10. Serves on Trust Administrative and Investment Committees. 11. Knowledge of complex trust and personal tax strategies as well as estate exemption guidelines. 12. Responsible for retention of assigned book of business to include trust accounts, investment agency accounts and IRA's. 13. Review all assigned accounts for compliance with Bank policies and fiduciary regulations. 14. Performs other duties as assigned false false false EN-US X-NONE X-NONE BENEFITS:
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Vacation
  • Paid Holidays
  • Employee Stock Ownership Plan
  • 401k Plan
  • Flexible Benefit Plan
  • Voluntary Life Insurance
  • AD&D Insurance
  • Discounted Banking Services
  • EAP (Free counseling sessions)
  • Discounted AAA Membership
  • Fitness Discounts
  • Vacation Purchase Plan
  • Interest-Free Computer Loan
  • Interest-Free Fitness Equipment Loan
  • Service Awards
  • Attendance Awards
  • Funeral Leave
  • Subsidized Parking (Downtown)
  • Sick Leave
  • Educational Assistance Program
  • Employee Wellness Program
  • Dell Computer Discount
  • Discounted Tickets
  • Cell Phone Discount
  • Jeans days to benefit local charities
  • Paid Identity Theft Protection
  • New Hire Incentive (for hourly employees)
  • Personal Day
  • Birthday Holiday
  • Wedding Days
  • Appointment Time
  • Long Term Disability
  • Life Insurance (2x salary)

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