Top 24 Financial trust officers Jobs in Ohio

Trust Associate
Johnson Investment Counsel —Kenwood, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
Fiduciary Advisor III
PNC Financial Services Group —Cleveland, OH
- $112,000 - $228,800 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Senior Trust Officer
Bank of America —Columbus, OH
- $98,100 - $210,000 a year
- Full-time
- CPA
- Office
- High school diploma or GED
Senior Philanthropic Advisor
U.S. Bank National Association —Cincinnati, OH
- $126,820 - $164,120 a year
- Full-time
- CPA
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
KPB Trust Analyst
KeyBank National Association —Brooklyn, OH
- $52,000 - $80,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
9d
PBC Trust Officer II
Fifth Third Bank —Cincinnati, OH
- Full-time
- Office
- 3 years
- Analysis skills
12d
KPB Trust Officer
KeyBank National Association —Brooklyn, OH
- $71,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
Wealth Management Advisor
Park National Bank —Galion, OH
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Retirement plan
13d
Wealth Management Trust Associate
U.S. Bank National Association —Cincinnati, OH
- $21.97 - $32.21 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Paid holidays
- Disability insurance
Estate Settlement Officer
U.S. Bank National Association —Cincinnati, OH
- $111,605 - $144,430 a year
- Full-time
- Writing skills
- 8 years
- Bachelor's degree
- Paid holidays
- Disability insurance
1d
Ascent Trust and Investment Onboarding Coordinator - Minneapolis, MN
U.S. Bank National Association —Cincinnati, OH
- $92,820 - $109,200 a year
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
1d
Sr. Wealth Strategist
Oxford Financial GRP —Cincinnati, OH
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Trust & Family Office Associate
Carr, Riggs & Ingram, LLC —Canton, OH
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
KPB Client Service Associate - Fiduciary Strategist Trust Support
KeyBank National Association —Dayton, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Managing Director & Senior Wealth Strategist
Oxford Financial Group, Ltd. —Cincinnati, OH
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Senior Vice President, Trust Officer
Midwest Trust Company —Westerville, OH
- 7 years
- Office
- Finance
Quick Apply
9d
Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED
JPMorganChase —Columbus, OH
- Full-time
- CPA
- Office
- Finance
- Health insurance
- Tuition reimbursement
1d
Administrator
KeyBank National Association —Brooklyn, OH
- $63,000 - $96,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Trust Officer-Trust & Estate Settlement
KeyBank National Association —Brooklyn, OH
- $71,000 - $125,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Bachelor's degree
Key Private Bank Sr. Fiduciary Strategist
KeyBank National Association —Akron, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Master's degree

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financial trust officers jobs near ohio

Trust Associate

Johnson Investment Counsel -
Kenwood, OH

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Job Details

Qualifications

Computer literacy

Full Job Description

Job Title:

Trust Associate

Date:

June 2026

Department

Trust

Reports To:

Trust Officer

FLSA Classification:

Exempt

Summary / objective of position:

This position will support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws. Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service.

Essential functions of position:

Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC’s fiduciary responsibilities.
Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
Independently manage workflows using checklists and/or proven procedures.
Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
Gather and compile information from various sources to prepare reports.
Assist with a variety of trust-related projects.

Preferred education and experience:

BBA/BS degree, or 4+ years of relevant, equivalent work experience."
Bank or trust experience is not required. Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity.
Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
Willingness and desire to learn and grow in role.
Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
Ability to own and manage multiple projects simultaneously and work independently.
Organized and detail oriented.
Possess excellent problem solving and follow up skills.
Computer proficient in Excel, Word, and Outlook.
Effective interpersonal and communication skills.
Highly relational and easy to work with.

Supervisory responsibility: N/A

Travel required: N/A

Work environment: Temperature controlled, office environment

Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.

Additional eligibility requirements: N/A

Work authorization/security clearance requirements: United States Citizen or lawful permanent resident

EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.

Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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Refine Your Search

financial trust officers jobs in ohio

Trust Associate

Fiduciary Advisor III

Senior Trust Officer

Senior Philanthropic Advisor

KPB Trust Analyst

PBC Trust Officer II

KPB Trust Officer

Wealth Management Advisor

Wealth Management Trust Associate

Estate Settlement Officer

Ascent Trust and Investment Onboarding Coordinator - Minneapolis, MN

Sr. Wealth Strategist

Trust & Family Office Associate

KPB Client Service Associate - Fiduciary Strategist Trust Support

Managing Director & Senior Wealth Strategist

Senior Vice President, Trust Officer

Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED

Administrator

Trust Officer-Trust & Estate Settlement

Key Private Bank Sr. Fiduciary Strategist

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