Senior Trust Officer — Drive Wealth & Estate Solutions

Arden Trust Co; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Competitive benefits package

Opportunities for training and development

Job summary

Arden Trust Co in Milwaukee, Wisconsin is seeking a qualified individual to lead operational goals and manage client-focused policies. The ideal candidate should have experience in supervising junior trust officers and a background in private banking or wealth management.

This role offers competitive pay, health insurance, and opportunities for professional growth in a supportive, collaborative environment.

Qualifications

• Strong communication skills and ability to collaborate with team members.
• Proven experience in a supervisory role.
• Knowledge of private banking and wealth management practices.

Responsibilities

• Establish operational goals and delegate assignments to the team.
• Develop impactful policies for client operations.
• Implement strategic policies to achieve results.
• Manage account administration functions efficiently.
• Assist in business development and coordination with financial advisors.

Skills

Teamwork and leadership orientation

Prioritization and organization

Experience supervising or mentoring junior trust officers

Background within private banking, wealth management, or estate settlement teams

Experience with specialized assets

Job description

Arden Trust Co in Milwaukee, Wisconsin is seeking a qualified individual to lead operational goals and manage client-focused policies. The ideal candidate should have experience in supervising junior trust officers and a background in private banking or wealth management.

This role offers competitive pay, health insurance, and opportunities for professional growth in a supportive, collaborative environment.