Trust Officer Jobs
Trust officer jobs are open across banks, wealth management firms, trust companies, and credit unions, from entry-level trust associate to senior and VP levels, with specializations in estate administration, personal trust, and institutional trust services. See the openings below and apply to the ones that match your experience.
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Dunham & Associates Investment Counsel, Inc. (DAIC) is an independently owned, registered
Broker/Dealer and Investment Adviser providing disciplined wealth management solutions.
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including specialized trust solutions and trust administration, asset protection, dynasty and generational plans. Chartered in Nevada in 1999 and headquartered in Reno, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas and Wyoming.
Position summary
This hybrid role brings together the investment servicing and fiduciary oversight responsibilities of a Trust Investment Officer and the personalized service of a Private Client Group (PCG) Relationship Manager. You will serve high-net-worth individuals, families, and trust relationships, helping align investment portfolios with client objectives and applicable trust provisions while delivering a responsive, concierge-level experience.
You will partner with clients, beneficiaries, Trust Officers, Financial Advisors, and internal teams to strengthen and retain relationships, coordinate complex account needs, and support investment decisions and fiduciary oversight within your assigned authority.
Key responsibilities
Client relationship management
- Cultivate and retain long-term relationships with private clients and trust families through proactive communication and highly personalized service.
- Conduct regular client reviews to discuss financial goals, risk tolerance, liquidity needs, portfolio performance, and changes in family or financial circumstances.
- Respond promptly to inquiries about portfolios, account activity, and market conditions; research and resolve complex or escalated service issues.
- Identify opportunities to deepen relationships and connect clients with appropriate investment, trust, and wealth management resources.
- Coordinate with clients’ attorneys, accountants, and other professional advisors, as authorized, to support a consistent client experience.
Investment servicing and fiduciary oversight
- Monitor portfolios for alignment with applicable trust provisions, regulatory requirements, and firm policies; document fiduciary reviews and delegated advisor oversight.
- Track private investment capital calls, distributions, valuations, and registration changes, coordinating funding and documentation with the appropriate teams.
- Coordinate rebalancing, tactical adjustments with delegated authority; communicate authorized trade instructions to Operations and Analysts.
Investment Management
- Serve as the lead investment contact for assigned relationships and support portfolio oversight consistent with investment objectives, risk tolerance, liquidity needs, and fiduciary guidelines.
- Review portfolio performance, allocations, and investment suitability; support due diligence on public securities, private equity, private debt, real estate, and other alternative investments.
- Coordinate rebalancing, tactical adjustments, and model implementation within approved investment programs.
Investment reporting and committee participation
- Prepare client portfolio reviews, and meeting presentations that clearly explain investment results, positioning, and relevant account activity.
- Prepare investment reports and presentation materials for the Trust Investment Committee and trust board-level oversight, as assigned.
- Participate in DAIC quarterly asset allocation meetings; coordinate follow-up items and communicate relevant information to internal partners.
Account administration and collaboration
- Coordinate new client onboarding, asset transfers, account openings, third-party account setups, and ongoing account maintenance.
- Partner with Compliance, Operations, Trust, and investment teams to complete client requests accurately and promptly.
- Maintain complete and accurate records, including client communications, approvals, reviews, and follow-up tasks.
- Perform duties within the authority, licensing, and supervision applicable to each DTC or DAIC capacity; escalate matters requiring additional approval or specialized expertise.
Required qualifications
- Bachelor’s degree; finance, economics, accounting, or a related field preferred.
- Active and valid FINRA Series 7 and Series 66 registrations or willingness to obtain in one year.
- 3-7 years of relevant experience in wealth management, trust services, or a similar client-facing investment role.
- Working knowledge of wealth management products, portfolio concepts, and retirement planning, including IRAs, 401(k) rollovers, and income distribution planning.
- Strong written and verbal communication, analytical judgment, attention to detail, and organizational skills; ability to manage competing priorities and resolve complex client needs.
- Professionalism, discretion, and a commitment to protecting confidential client information.
Preferred qualifications
- Knowledge of trust structures, estate planning concepts, fiduciary investment oversight, and private or alternative investments.
- Experience with Salesforce, Orion, or comparable CRM and investment reporting platforms, and collaborating across trust, investment, compliance, and operations teams.
This is a full-time salary, in-office role based in Reno, Nevada. Remote or hybrid arrangements are not available at this time. Visa sponsorship is not available for this position.
Salary commensurate with experience: $75,000–$116,250 annually (bonus potential)
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc. Trust services offered through Dunham Trust, an affiliated entity. Dunham Private Trust is the Wyoming division of Dunham Trust.
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
VHoMiFnPa8
Dunham & Associates Investment Counsel, Inc. (DAIC) is an independently owned, registered
Broker/Dealer and Investment Adviser providing disciplined wealth management solutions.
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including specialized trust solutions and trust administration, asset protection, dynasty and generational plans. Chartered in Nevada in 1999 and headquartered in Reno, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas and Wyoming.
Position summary
This hybrid role brings together the investment servicing and fiduciary oversight responsibilities of a Trust Investment Officer and the personalized service of a Private Client Group (PCG) Relationship Manager. You will serve high-net-worth individuals, families, and trust relationships, helping align investment portfolios with client objectives and applicable trust provisions while delivering a responsive, concierge-level experience.
You will partner with clients, beneficiaries, Trust Officers, Financial Advisors, and internal teams to strengthen and retain relationships, coordinate complex account needs, and support investment decisions and fiduciary oversight within your assigned authority.
Key responsibilities
Client relationship management
- Cultivate and retain long-term relationships with private clients and trust families through proactive communication and highly personalized service.
- Conduct regular client reviews to discuss financial goals, risk tolerance, liquidity needs, portfolio performance, and changes in family or financial circumstances.
- Respond promptly to inquiries about portfolios, account activity, and market conditions; research and resolve complex or escalated service issues.
- Identify opportunities to deepen relationships and connect clients with appropriate investment, trust, and wealth management resources.
- Coordinate with clients’ attorneys, accountants, and other professional advisors, as authorized, to support a consistent client experience.
Investment servicing and fiduciary oversight
- Monitor portfolios for alignment with applicable trust provisions, regulatory requirements, and firm policies; document fiduciary reviews and delegated advisor oversight.
- Track private investment capital calls, distributions, valuations, and registration changes, coordinating funding and documentation with the appropriate teams.
- Coordinate rebalancing, tactical adjustments with delegated authority; communicate authorized trade instructions to Operations and Analysts.
Investment Management
- Serve as the lead investment contact for assigned relationships and support portfolio oversight consistent with investment objectives, risk tolerance, liquidity needs, and fiduciary guidelines.
- Review portfolio performance, allocations, and investment suitability; support due diligence on public securities, private equity, private debt, real estate, and other alternative investments.
- Coordinate rebalancing, tactical adjustments, and model implementation within approved investment programs.
Investment reporting and committee participation
- Prepare client portfolio reviews, and meeting presentations that clearly explain investment results, positioning, and relevant account activity.
- Prepare investment reports and presentation materials for the Trust Investment Committee and trust board-level oversight, as assigned.
- Participate in DAIC quarterly asset allocation meetings; coordinate follow-up items and communicate relevant information to internal partners.
Account administration and collaboration
- Coordinate new client onboarding, asset transfers, account openings, third-party account setups, and ongoing account maintenance.
- Partner with Compliance, Operations, Trust, and investment teams to complete client requests accurately and promptly.
- Maintain complete and accurate records, including client communications, approvals, reviews, and follow-up tasks.
- Perform duties within the authority, licensing, and supervision applicable to each DTC or DAIC capacity; escalate matters requiring additional approval or specialized expertise.
Required qualifications
- Bachelor’s degree; finance, economics, accounting, or a related field preferred.
- Active and valid FINRA Series 7 and Series 66 registrations or willingness to obtain in one year.
- 3-7 years of relevant experience in wealth management, trust services, or a similar client-facing investment role.
- Working knowledge of wealth management products, portfolio concepts, and retirement planning, including IRAs, 401(k) rollovers, and income distribution planning.
- Strong written and verbal communication, analytical judgment, attention to detail, and organizational skills; ability to manage competing priorities and resolve complex client needs.
- Professionalism, discretion, and a commitment to protecting confidential client information.
Preferred qualifications
- Knowledge of trust structures, estate planning concepts, fiduciary investment oversight, and private or alternative investments.
- Experience with Salesforce, Orion, or comparable CRM and investment reporting platforms, and collaborating across trust, investment, compliance, and operations teams.
This is a full-time salary, in-office role based in Reno, Nevada. Remote or hybrid arrangements are not available at this time. Visa sponsorship is not available for this position.
Salary commensurate with experience: $75,000–$116,250 annually (bonus potential)
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc. Trust services offered through Dunham Trust, an affiliated entity. Dunham Private Trust is the Wyoming division of Dunham Trust.
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
VHoMiFnPa8
See All 9 Trust Officer Jobs
Find roles that match your experience and apply in just a few clicks.
Find Trust Officer JobsTrust Officer Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in trust officer jobs.
- Bachelor's degree in finance, accounting, law, or a related field
- Experience administering estates, trusts, or fiduciary accounts
- Knowledge of federal and state trust laws and fiduciary standards
- Certified Trust and Fiduciary Advisor (CTFA) credential or progress toward it
- Proficiency with trust accounting software such as SunGard AddVantage or SEI
- Strong client relationship management and communication skills
Tips for Your Trust Officer Job Search
Tailor your resume to fiduciary language
Trust officer postings screen for terms like fiduciary duty, estate administration, and discretionary distributions. If your resume uses generic finance language instead, it won't surface in applicant tracking systems. Align your bullet points directly to the vocabulary in each posting.
Highlight your CTFA or CFIRS credential
The Certified Trust and Fiduciary Advisor credential signals technical readiness to hiring committees at banks and trust companies. If you're pursuing it, list your enrollment status. Employers value candidates actively working toward the designation, not just those who already hold it.
Apply early to roles that fit
Migrate Mate lists trust officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target community banks with trust departments
Large national banks get flooded with applicants. Community banks and regional trust companies often have smaller candidate pools and faster hiring timelines. Search specifically for institutions with standalone trust departments rather than limiting your search to major financial brands.
Prepare case-based interview answers on discretion
Interviewers for trust roles frequently ask you to walk through a situation where you balanced a beneficiary's request against the terms of the governing document. Prepare two or three real examples where you exercised fiduciary judgment, including how you documented your decision.
Negotiate your book-of-business expectations upfront
Many trust officer offers include an expectation that you'll bring existing client relationships or develop new accounts within your first year. Clarify what the production target is before you accept, and ask how the firm supports new officers in building their client base.
Trust Officer Jobs: Frequently Asked Questions
Which companies are hiring the most trust officers?
The most active employers for trust officers right now are Block, KeyBank, and UL Solutions, and the most openings are in New York, Illinois, and Pennsylvania, based on current listings on Migrate Mate as of November 2026. Regional banks with dedicated trust departments consistently post the highest volume of openings relative to their overall size.
How many trust officer jobs are remote?
About 100% of trust officer openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Trust administration and document review tasks are more often performed remotely, while client-facing relationship management and new account development tend to require in-person presence at a branch or trust office.
How do you become a trust officer?
Start with a bachelor's degree in finance, law, accounting, or a related discipline, then gain experience in a bank trust department, estate planning law firm, or wealth management firm in a support or associate role. Build familiarity with trust accounting systems and estate law, pursue the CTFA credential, and move into a full trust officer role as you take on independent account responsibility.
Can you get hired as a trust officer with little experience?
Yes, many firms hire trust associates or junior trust officers who have a relevant degree, some exposure to estate or fiduciary work, and demonstrated attention to detail. Paralegal experience at an estate planning firm, a background in personal banking, or coursework in trust and estate law can substitute for direct trust department experience when you're starting out.
What does the trust officer interview process look like?
Most trust officer interviews involve an initial phone screen with HR, followed by one or two rounds with the hiring manager and senior trust officers on the team. Expect scenario-based questions on fiduciary judgment, estate administration conflicts, and how you'd handle a beneficiary dispute. Some firms add a written exercise or ask you to review a sample trust document and summarize its terms.
Where can I find and apply to trust officer jobs?
You can find and apply to trust officer jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits.
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