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Trusts, Estates, and Agency Accounts

NAICS code 525920

Employers in “Trusts, Estates, and Agency Accounts” help manage assets and related administration for estates, trusts, or agency accounts, following legal documents and account instructions. Job seekers may find roles such as trust/estate administrator, probate support, account management assistant, or compliance and documentation support. Expect detail-heavy, hands-on recordkeeping in an office setting, with frequent customer-family or client communication and a need to be comfortable working with legal paperwork and deadlines.

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