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$80k–$100k
Full-time
bachelor degree, professional certificate, postgraduate degree
Posted 26d ago
~40 hrs/week
Responsibilities
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.
Requirements
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.
Full job description
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
Responds promptly to client distribution requests and makes cash and asset distribution as required.
Understands the needs of and duties to the principals, income beneficiaries, and remaindermen.
Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other service professionals.
Monitors the completion of trust tax returns.
Complies with Trust Administration checklists related to closing accounts and account reviews.
Completes annual account reviews as required by the South Dakota Division of Banking.
Prepares appropriate presentations for Trust Committee review.
Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.
Competencies
Communication Skills
Excellent verbal, written, and interpersonal communication skills.
Able to communicate effectively with interact with beneficiaries, financial advisors, and other third-party professionals.
Aware of and follows company policies for electronic communications and internet use.
Computer/Technical Skills
Strong analytical skills with a high level of accuracy and attention to detail.
Proficient using Microsoft Office Suite of applications.
Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.
Organization
Very responsive to external partner communication.
Timely completion of distribution requests.
Update client interactions in CRM database.
Judgment
Ability to prioritize a high number of daily tasks.
Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
Swiftly refer problems/issues to the appropriate person(s) when necessary.
Role Qualifications
2+ years of financial services or legal experience.
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
How many Legal jobs are open in Milwaukee, WI right now?
There are currently 101 open legal positions in Milwaukee, WI listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Legal roles in Milwaukee, WI?
Companies currently hiring include Husch Blackwell, Northwestern Mutual, Expert Institute, American Addiction Centers, Baird, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Legal jobs in Milwaukee, WI?
Yes — 53 of the 101 open legal positions offer remote or hybrid work (22 remote, 31 hybrid).
How do I apply for Legal jobs in Milwaukee, WI?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.