Milwaukee, Wisconsin, United States · On-site
$80k–$100k
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures.…
Skills: Trust Administration, Wealth Management, Client Relationship Management, Financial Analysis, Regulatory Compliance
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Manage and administer a diverse portfolio of wealth management trust accounts while ensuring compliance with laws and policies. Handle client distribution requests, conduct annual account reviews, and coordinate with beneficiaries and financial advisors.
Requires at least 2 years of experience in financial services or legal fields and an undergraduate degree. Professional certifications such as JD, CTFA, or CFP are considered a plus.
Trust Officer - Wealth
Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures.
Role Responsibilities
Trust Administration
Competencies
Communication Skills
Computer/Technical Skills
Organization
Judgment
Role Qualifications
It's a Matter of Trust
Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Friendly Trusts. Capital First administers over 2,500 trusts, including over 600 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.
Offices: 700 W Virginia St, Milwaukee, Wisconsin 53204, US · 701 N Phillips Ave, 140, Sioux Falls, South Dakota 57104, US · 2263 Waters Dr, Mendota Heights, Minnesota 55120, US
It's a Matter of Trust
Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Friendly Trusts. Capital First administers over 2,500 trusts, including over 600 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.
Offices: 700 W Virginia St, Milwaukee, Wisconsin 53204, US · 701 N Phillips Ave, 140, Sioux Falls, South Dakota 57104, US · 2263 Waters Dr, Mendota Heights, Minnesota 55120, US
