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Trust Officer

Also known as: Trust Administrator, Fiduciary Officer, Estate Trust Officer, Wealth Trust Officer

AI Impact Score

35/100

AI is automating routine trust administration tasks — document generation, distribution calculations, required minimum distributions — but the fiduciary judgment, family relationship management, and legal interpretation at the core of trust officer roles are highly resistant to automation. With the great wealth transfer underway, demand for skilled trust officers is growing.

$65k – $140k

Salary Range

growing

Growth Outlook

48,000

Total Jobs (US)

+9%

Growth Rate

Task Breakdown

Tasks at Risk (4)

Routine trust accounting and statement generationStandard distribution calculations and processingRequired minimum distribution calculationsRoutine compliance and regulatory reporting

AI-Enhanced Tasks (4)

Trust document analysis and provision interpretationBeneficiary communication and reportingInvestment monitoring and manager evaluationTax reporting and K-1 preparation workflow

Human-Safe Tasks (5)

Fiduciary decision-making and discretionary distributionsComplex family and beneficiary dynamics managementTrust termination and distribution strategyLegal and tax advice coordination with external counselTrust modification and decanting decisions

Current Skills

Trust Law and Fiduciary DutyEstate PlanningTrust AccountingInvestment OversightBeneficiary Communication

Future-Proof Skills

Digital Trust Administration PlatformsAI-Assisted Document ReviewESG Investing in Trust PortfoliosDigital Asset Trust AdministrationAdvanced Estate Tax Planning