Trust Specialist Jobs
Trust Specialist jobs are open across banking, wealth management, insurance, and estate planning, from entry-level administrator to senior fiduciary officer, with specializations in estate administration, corporate trustee services, and personal trust management. See the openings below and apply to the ones that match your experience.
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Overview
We are growing our Trust Services Group and building a trust company subsidiary: a New Hampshire-chartered, non-depository directed trust company. We are looking for a Trust Operations Specialist / Treasury Analyst to own the daily movement, control and reconciliation of trust cash, and to help shape our processes and systems as we grow. Candidates at a senior specialist level are welcome.
What You'll Do:
Money movement and controls
- Process and release wires, ACH, check disbursements, and prepare and process expense payments, inter-account transfers and new investments, after verifying authority against the governing instrument and the written direction of the investment or distribution advisor.
- Perform independent review of all money movement and escalate anomalies or suspected fraud immediately.
Reconciliation and cash oversight
- Review and sign off on daily account reconciliations. Post, review and reconcile cash transactions in trust accounting platform, and resolve breaks and reconciling items against custodian and bank records, daily and monthly.
- Monitor and reconcile non-depository cash held at third-party custodians and banks. Confirm balances, titling and account structure agree to trust accounting platform records, and that trust cash is never commingled with company funds.
- Oversee cash sweep and money market elections, uninvested cash and overdraft exposure across custodians, and run daily cash, overdraft and uninvested-cash reports, escalating exceptions.
- Perform periodic reconciliation between Salesforce directions and trust accounting platform postings and keep the accounting system and CRM aligned on client and account records.
Trust accounting and administration
- Process principal and income allocations, fee billing and collection, and tax payments per trust-specific instructions.
- Support month-end close, client reporting and routine tax reporting, including extracts for third-party tax preparers.
- Support the set-up and maintenance of unique and alternative investments, and of custodian accounts and data feeds.
Onboarding, compliance and oversight
- Support the Operations Team with new account onboarding, including identification documents, paperwork, and required background and regulatory checks (OFAC, BSA/AML and KYC) per policy.
- Support custodian and bank due diligence, account openings and periodic reviews of the institutions holding trust cash.
- Prepare treasury, reconciliation and exception reporting for management, auditors and the NH Banking Department, and support exams and audits.
Required Qualifications:
- 2 to 5+ years in trust operations, treasury, custody, trust accounting or portfolio accounting. Directed or administrative trust experience preferred.
- Experience with FIS TMN Charlotte preferred, or a comparable trust accounting platform (e.g., Fiserv, Black Diamond, Orion) and willingness to be trained on Charlotte.
- Strong knowledge of wire, ACH and check controls and cash reconciliation.
- Advanced Excel and Microsoft Office skills, and comfort with custodian and bank portals.
- Clear written and verbal communication, good organization, attention to detail and the ability to juggle priorities.
- Comfort working independently and as part of a small team.
- Sound judgment about authority: you act only on proper direction, escalate or say "no" when a request is not properly directed, and leave to the advisor the discretion that belongs to the advisor.
- Bachelor's degree preferred, or equivalent experience. CTFA, CTP or similar is a plus.
Prefered qualifications:
- None of these are required. If you have some of them, great.
- Experience with alternative or non-traditional assets.
- Working knowledge of fiduciary accounting (principal vs. income) and directed-trust concepts.
- Working knowledge of Salesforce CRM for case and task tracking, account records and documentation.
- Exposure to a bank or trust company environment, audits or regulatory exams.
- Experience with a system conversion or migration.
Pay: $58,500.00 - $74,100.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Profit sharing
- Referral program
- Tuition reimbursement
- Vision insurance
Application Question(s):
- How many years of trust accounting experience do you have?
Work Location: In person
Trust Specialist Jobs by Experience Level
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Who's Hiring
Top Industries Hiring
- Technology & Software
What Employers Look For
The qualifications that appear most often in trust specialist jobs.
- Bachelor's degree in finance, accounting, law, or a related field
- Experience administering trust accounts or estate assets
- Knowledge of fiduciary principles, trust law, and probate procedures
- Proficiency with trust accounting software such as SunGard or Innovest
- CTFA, CFTA, or equivalent fiduciary certification preferred or required
- Strong client communication skills for working with beneficiaries and grantors
Tips for Your Trust Specialist Job Search
Tailor your resume to fiduciary language
Trust specialist postings prioritize fiduciary duty, estate administration, and account management. Replace generic finance terms with the exact language from each job description so your resume clears applicant tracking systems and reads as role-specific to a hiring manager.
Lead with your certifications upfront
Credentials like CTFA or CFTA distinguish you immediately in trust roles. Place them in your resume header or summary, not buried in a separate section, because hiring managers in wealth management scan for credentialing before reading work history.
Apply early to roles that fit
Migrate Mate lists trust specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by trust specialty type
Personal trust, corporate trust, and retirement plan trust roles require different skill sets. When you search, filter or scan for the sub-specialty you know best so you apply where your direct experience translates most cleanly to the employer's needs.
Prepare case-based interview examples in advance
Trust interviews typically ask how you handled a contested distribution, a difficult beneficiary, or a compliance issue. Prepare two or three specific examples that show your judgment under competing obligations before you get to the first phone screen.
Negotiate total compensation, not just base pay
Trust roles at banks and trust companies often include discretionary bonuses tied to assets under administration. Ask about the bonus structure, professional development reimbursement, and licensing support before accepting any offer to understand your full package.
Trust Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most trust specialists?
Columbia Bank, Rippling, and TikTok are hiring the most trust specialists right now, with openings concentrated in California, Colorado, and Texas, based on current listings on Migrate Mate as of November 2026. Regional banks and independent trust companies also post frequently, so checking beyond the largest names often surfaces strong opportunities.
How many trust specialist jobs are remote?
About 30% of trust specialist openings are fully remote or hybrid as of November 2026, with remote work most common in administrative, compliance review, and document processing roles. Client-facing personal trust and estate administration positions are more likely to require in-office or hybrid schedules because of regular contact with beneficiaries and attorneys.
How do you become a trust specialist?
Start with a bachelor's degree in finance, accounting, pre-law, or a related field. Gain experience in banking, estate administration, or financial services, then pursue a fiduciary credential such as the Certified Trust and Fiduciary Advisor designation through the American Bankers Association. Most employers expect you to understand trust accounting, beneficiary relations, and applicable state trust law before moving into a specialist role.
How do you get hired as a trust specialist with little experience?
Entry points include trust operations assistant, estate settlement coordinator, or personal banking roles at institutions with trust departments. Emphasize coursework in estate planning or business law, any exposure to legal or financial document processing, and client service skills. Pursuing even a foundational fiduciary certificate while applying signals commitment and helps offset a shorter work history in the field.
What does the trust specialist interview process look like?
Most trust specialist interviews involve an initial phone screen with HR focused on your background and credentialing, followed by one or two rounds with the trust department manager or a senior fiduciary officer. Expect scenario-based questions about handling competing beneficiary interests, estate disputes, or compliance situations. Some employers also include a written exercise or case review to assess your familiarity with trust accounting and documentation.
Where can I find and apply to trust specialist jobs?
You can find and apply to trust specialist jobs on Migrate Mate, which lists current openings from across the United States in one place. Search for roles that match your specialty, whether that is personal trust, corporate trust, or estate administration, and apply directly to each listing that fits your background and experience level.
See All 41 Trust Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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