Trust Associate
Location: Remote
Compensation: Salary
Reviewed: Wed, Feb 11, 2026
This job expires in: 21 days
Job Summary
A company is looking for a Trust Associate.
Key Responsibilities
- Review and facilitate new business development and assist in client meetings
- Execute account administration tasks including cash report reviews, data entry, and client request responses
- Administer trusts in accordance with trust documents and applicable laws
Required Qualifications
- A minimum of 2 years of experience in trust administration within the banking or financial services industry
- Bachelor's degree
- Experience with Microsoft Suite applications including Excel, Word, and Outlook
- Familiarity with custodian platforms such as AdviceWorks and DocuSign is a plus
- Ability to work independently and prioritize tasks from multiple sources
COMPLETE JOB DESCRIPTION
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