How to hire a trust accounts supervisor

How to hire a trust accounts supervisor, step by step

Here's a step-by-step trust accounts supervisor hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a trust accounts supervisor job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new trust accounts supervisor
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The trust accounts supervisor hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A trust accounts supervisor's background is also an important factor in determining whether they'll be a good fit for the position. For example, trust accounts supervisors from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of trust accounts supervisor salaries for various roles:

   Type of Trust Accounts Supervisor	Description	Hourly rate
   Trust Accounts Supervisor		$21-39
   Supervisor, Patient Access	A patient access supervisor is a professional who is responsible for supervising a health facility's patient registration, inpatient and outpatient, the financial counseling division, central scheduling, and the PBX department. Patient access supervisors must ensure that high-quality service for patients is achieved as well as the accuracy of information... Show more	$14-32
   Managing Supervisor	A managing supervisor is a professional who is responsible for managing staff members and providing reports about their progress and development in the organization. Managing supervisors must represent the company to the external parties and should exhibit excellent leadership... Show more	$25-56

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Real Estate
   • Reconciliations
   • Tax Returns
   • Financial Statements
   • CPA
   • Journal Entries
   • ACH
   • Correctional
   • Gl
   • Bank Accounts
   • Financial Reports
   • Payroll
   • GAAP
   • Probate

   Check all skills

   Responsibilities:

   • Manage portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
   • Audit, correct client statements, and prepare estate and probate accounts.
   • Maintain client pension records, produce quarterly statements, and complete the required IRS report filings.
   • Provide frontline and second level customer service support to TWIC customers, TSA as well as other program relate personnel.
   • Focuse on evaluating collateral assets cash flow and portfolio performance to deliver financial obligations as required by legal CMBS/RMBS notes.
   • Establish complete securities processing department for all assets hold under trust, regarding securities transfer re-registration procedures.

   More trust accounts supervisor duties

3. Make a budget

   Including a salary range in your trust accounts supervisor job description is a great way to entice the best and brightest candidates. A trust accounts supervisor salary can vary based on several factors:

   • Location. For example, trust accounts supervisors' average salary in mississippi is 42% less than in new york.
   • Seniority. Entry-level trust accounts supervisors earn 46% less than senior-level trust accounts supervisors.
   • Certifications. A trust accounts supervisor with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a trust accounts supervisor's salary.

   Average trust accounts supervisor salary

   $60,663yearly

   $29.16 hourly rate

   ---

   Entry-level trust accounts supervisor salary

   $44,000 yearly salary

   Updated January 17, 2026

   Average trust accounts supervisor salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$82,296	$40
   2	District of Columbia	$76,410	$37
   3	Washington	$72,442	$35
   4	Maryland	$69,433	$33
   5	Oregon	$67,494	$32
   6	California	$67,101	$32
   7	Minnesota	$66,282	$32
   8	Wisconsin	$65,447	$31
   9	Nevada	$63,917	$31
   10	Texas	$59,921	$29
   11	Georgia	$59,566	$29
   12	Virginia	$59,443	$29
   13	North Carolina	$58,813	$28
   14	Maine	$56,341	$27

   Average trust accounts supervisor salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Lewis Brisbois Bisgaard & Smith	$70,527	$33.91	4
   2	Alliance Co	$70,215	$33.76	3
   3	San Jose State University	$67,049	$32.24	1
   4	Richards Kibbe & Orbe	$67,014	$32.22
   5	Crowell & Moring	$64,325	$30.93
   6	PKF O'Connor Davies	$63,332	$30.45
   7	Wells Fargo	$60,652	$29.16	4
   8	Principal Financial Group	$60,641	$29.15
   9	Robert Half	$59,575	$28.64	556
   10	The State of Oregon	$59,072	$28.40
   11	Creative Artists Agency	$57,026	$27.42
   12	Delaware North	$45,624	$21.93	12

4. Writing a trust accounts supervisor job description

   A good trust accounts supervisor job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a trust accounts supervisor job description:

   Trust accounts supervisor job description example

   At Perkins Coie, we look for individuals that are self-motivated, dedicated to providing value and superior services and, above all, people who have a high degree of integrity and enthusiasm for their work. We've created a company culture that is based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities. Work for one of the 100 Best Workplaces in America, get great health insurance, tuition reimbursement, your birthday off, and paid sabbaticals.
   
   Responsible for ensuring the delivery of timely, accurate and value-added information, maintenance and services of all Trust accounts and transactions in accordance with Perkins Coie policies and procedures as well as state bar rules. This Trust Accountant will be responsible for all regular daily, monthly, and quarterly trust accounting tasks for all offices. This position will also act as the first point of escalation for any Trust accounting issues.
   ESSENTIAL FUNCTIONS
   These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation.
   Processes Trust Account deposits, monthly interests, and reconcile Trust accounts for all offices.Together with the Trust Accountants, document and maintain a log of state specific bar rules as it relates to client trust accounts for assigned offices. Keeping electronic log of Trust transactions current and in accordance when required by state bar recommendations.Educate LPAs, attorneys and other finance department members about Trust processes and requirements.Review unallocated cash receipts account for assigned offices and ensure timely resolution of client funds. This would include providing posting instructions to the cash receipts team, transfer funds to client trust, or refund the client.Run monthly and other periodic reports and distribute to client service lawyers and paralegals.Reconcile monthly trust activity with GL Accountants.Recognize when escalation is necessary and assist Trust team in resolving outstanding questions so that Trust monies are applied timely and accurately.Complete projects, as assigned, and design and maintain management reports, as needed.Be present at work during regularly scheduled working hours and as needed in the job position, consistent with the Firm's attendance expectations.
   
   SPECIFIC SKILLS REQUIRED
   Strong customer service skills and the ability to express self effectively, both orally and in writing. Thorough knowledge of standard accounting processes and procedures. Ten-key by touch. Fluent in MS Office applications. Solid organizational and prioritization skills. Strong attention to detail. Ability to apply regulations and guidelines to standard and non-standard situations. Ability to use experience and judgment to make decisions. Ability to work with minimal supervision.
   
   EDUCATION AND EXPERIENCE
   Requires a BA degree in accounting or equivalent. Requires five years of experience as a trust accountant or equivalent. Professional services accounting experience preferred. Law firm experience beneficial.

   Copy this example

   

5. Post your job

   To find trust accounts supervisors for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any trust accounts supervisors they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level trust accounts supervisors with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your trust accounts supervisor job on Zippia to find and recruit trust accounts supervisor candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with trust accounts supervisor candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new trust accounts supervisor

   Once you have selected a candidate for the trust accounts supervisor position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new trust accounts supervisor. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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