Senior Trust Administrator & Client Strategist

Capital First Trust Company; Milwaukee (WI); Presencial; USD 60 000 - 95 000; Tempo integral

Resumo da oferta

Capital First Trust Company in Milwaukee seeks a Trust Administrator to manage a diversified portfolio of trust accounts, ensuring adherence to laws and internal policies. You will serve as the primary liaison with clients on strategic financial planning and distributions.

The role requires strong analytical skills, attention to detail, and a solid background in trust or estate finance, with some travel for business development. Proficiency in trust accounting software and MS Office is essential.

Qualificações

• Minimum one year of technical expertise in settlement or directed trust administration.
• Some travel required for business development opportunities.
• Spanish speaking is a plus.
• Trust and estate or financial background.

Responsabilidades

• Responsible for the day-to-day management and administration for a wide variety of trust accounts, which may include Settlement, Special Needs, SAM Trusts, Directed Trusts and court supervised trusts, ensuring compliance with applicable laws, regulations, policies and procedures.
• Act as lead communicator with clients regarding strategic financial planning.
• Respond promptly to client distribution requests and make distributions of cash and assets as required, while strictly following department procedures regarding verbal confirmation for electronic distribution requests.
• Understand the needs of and duties to the principals, income beneficiaries and remaindermen.
• Professional advisor to trust beneficiaries, third party administrators and other service professionals.
• Comply with Trust Administration checklists related to opening and closing of accounts; and account reviews.
• Monitor the completion of trust tax returns.
• Complete annual account reviews as required by the South Dakota Division of Banking.
• Prepare 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.

Conhecimentos

Attention to detail

Communication

Spanish

CRM

Microsoft Office

Formação académica

Trust/estate/financial background

Ferramentas

Trust accounting software

CRM software

Microsoft Office (Office suite)

Descrição da oferta de emprego

Capital First Trust Company in Milwaukee seeks a Trust Administrator to manage a diversified portfolio of trust accounts, ensuring adherence to laws and internal policies. You will serve as the primary liaison with clients on strategic financial planning and distributions.

The role requires strong analytical skills, attention to detail, and a solid background in trust or estate finance, with some travel for business development. Proficiency in trust accounting software and MS Office is essential.