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Trust Advisor
New York, New York, United States
$135k-$230k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years of financial/legal and trust administration experience, trust administration expertise, strong verbal/written skills, PC literate, Microsoft Office, familiarity with trust accounting systems; JD/LLM and Trust Certificate/CTFA preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, trust accounting systems, PC
2w
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Trust Officer
Vancouver, Washington, United States
$90k-$145k/yr OnsiteFull Time
3+ YOE3+ years trust/estate or fiduciary experience, bachelor's degree or equivalent, strong trust law and estate planning knowledge, client relationship skills, attention to detail, and proficiency with trust accounting systems.
Microsoft Office
3mo
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Trust Consultant
Leawood, Kansas, United States
OnsiteFull Time
10+ YOESenior leadership role focusing on onboarding and growing trust business, with extensive trust administration and business development experience.
Microsoft Office, CRM
1mo
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Trust Officer
Las Vegas, Nevada, United States
$78k-$140k/yr OnsiteFull Time
5+ YOE5+ years of trust officer experience managing complex trust relationships; CTFA/CFTA Level 1 certification required or preferred; bachelor’s or MBA preferred; strong communication, analytical, and trust administration skills.
Windows
3d
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Trust Administrator
Chicago, Illinois, United States
$58k-$107k/yr OnsiteFull Time
4+ YOE4-6 years relevant experience, bachelor’s degree preferred; strong knowledge of trust administration, trust tax, trust accounting, fiduciary law; strong communication, analytical and data-driven decision skills.
2mo
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Trust Associate
Alpharetta, Georgia, United States
OnsiteFull Time
1+ YOESupports philanthropic trust administration; handles account openings/closings, trust accounting, cash movements, compliance, and client service.
Salesforce, DMS, Wealthscape, Orion, trust accounting systems
1mo
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Trust Officer
Newton, New Jersey, United States
$80k-$85k/yr OnsiteFull Time
5+ YOEManage lifecycle administration of trust accounts, prepare financial accountings and tax filings, process disbursements, communicate with beneficiaries and partners; college degree or equivalent experience and 5+ years in a bank trust department or trust/estate law firm required.
Microsoft Windows
5d
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Trust Associate
Kearney or Omaha
$63k-$104k/yr HybridFull Time
Support Trust Advisors by administering trust accounts, preparing documents, responding to client inquiries, and ensuring compliance with bank and BSA/AML policies.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Trust Desk
2mo
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Trust Officer
Boston or Windsor
$91k-$119k/yr HybridFull Time
3+ YOETrust Officer with 3+ years trust administration, fiduciary knowledge; CTFA preferred; Bachelor’s degree or 6+ years experience; occasional travel.
1mo
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Trust Officer
Las Vegas or Henderson
HybridFull Time
Administer trust accounts, ensure compliance with BSA/AML/OFAC and state trust regulations, coordinate tax filings, review discretionary payments, supervise staff, and maintain client records. Requires trust operations experience and PC proficiency (Word/Excel).
Microsoft Word, Microsoft Excel
1mo
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Trust Administration - Trust Officer Senior
West Palm Beach, Florida, United States
OnsiteFull Time
Senior trust officer with experience overseeing trust account administration, supervising junior staff, developing policy, and working with private banking/wealth management or estate settlement teams; experience with specialized assets preferred.
1mo
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Trust Administration - Trust Officer Senior
Milwaukee, Wisconsin, United States
OnsiteFull Time
Oversee trust account administration, lead a team, develop policies, work with financial advisors, perform account reviews and reconciliations; experience supervising trust staff and background in private banking or wealth management preferred.
1mo
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Trust Administration - Trust Officer Senior
West Palm Beach, Florida, United States
OnsiteFull Time
Experience supervising or mentoring trust staff; background in private banking, wealth management, or estate settlement; deep knowledge of trust account administration, specialized assets, policy development, budgeting, and client/advisor relations.
3mo
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Trust Advisor
Wichita, Kansas, United States
OnsiteFull Time
2+ YOEManage and grow high-net-worth trust and wealth accounts; estate, trust, IRA, and investments expertise; strong client relationships; compliant with regulations.
1mo
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Trust Associate
Sioux Falls, South Dakota, United States
$55k-$60k/yr OnsiteFull Time
3+ YOE3+ years preferred experience in financial services or trust administration; strong organizational, communication, and client-service skills; proficiency with Microsoft Office and trust accounting systems.
Microsoft Office
1d
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Trust Assistant
Addison, Texas, United States
OnsiteFull Time
1+ YOEProvide front-line trust support, administrative assistance to Trust Officers, maintain confidential records, and complete compliance training; basic accounting and data-entry skills required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, 10-Key, Database, Contact Management, Spreadsheet
2d
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Trust Strategist
Louisville or Cincinnati or Nashville or Milwaukee
HybridFull Time
5+ YOEJD, CFP, or CTFA preferred; bachelor’s in economics/finance/accounting/business preferred; 5+ years trust industry experience preferred; strong estate, tax and trust knowledge.
1mo
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Trust Administrator
Sioux Falls, South Dakota, United States
OnsiteFull Time
1+ YOEAssociate's degree in business/accounting/finance/legal, 1+ year trust administration or related client-focused experience, working knowledge of Microsoft Office Suite and Adobe, basic understanding of trust documents.
Microsoft Office Suite, Adobe
3w
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Trust Officer
Anchorage, Alaska, United States
OnsiteFull Time
3+ YOEMinimum 3 years trust and estate administration experience; knowledge of trust and estate planning strategies; strong analytical, organizational, communication skills; proficiency in Microsoft Office; ability to work independently and with teams.
Microsoft Office
1w
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Trust Officer
Somerset, Pennsylvania, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3–7 years trust or fiduciary experience, knowledge of trust/estate administration, BSA/AML awareness, strong analytical and communication skills, and proficiency with Microsoft Office; CTFA preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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