Senior Trust Officer - Wealth

Capital First Trust Company; Milwaukee (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

Capital First Trust Company in Milwaukee seeks a Senior Trust Officer - Wealth to lead day-to-day management and administration of a diverse portfolio of trust accounts, ensuring compliance with applicable laws and internal policies.

The role emphasizes client service, coordination with beneficiaries and advisors, and oversight of distributions, tax matters, and trust reviews. Travel for business development is anticipated, and advanced credentials are a plus.

Qualifications

• Demonstrated leadership capabilities and ability to manage complex trust accounts.
• Expert knowledge of trust concepts and Capital First trusts.
• 4+ years of technical expertise in trust administration or client-facing financial services.
• Experience in a leadership role with coaching, mentoring and education to others.
• Some travel required for business development opportunities.
• Spanish speaking is a plus.
• Trust and estate or financial background.
• JD, CTFA, or CFP certification a plus.

Responsibilities

• 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.

Skills

Communication Skills

Leadership

Organizational Skills

Judgment

Education

Bachelor's degree or equivalent

JD/CTFA/CFP certification a plus

Tools

CRM software

Microsoft Office

Job description

Senior 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

• Demonstrated examples of leadership capabilities, including ability to handle more complex trust accounts and assuming projects in addition to assigned account load.
• Demonstrate expert knowledge of trust concepts and Capital First trusts.
• 4+ years of technical expertise in the area of trust administration or client-facing legal or financial services.
• Previous experience in a leadership role with responsibilities managing others or providing coaching, mentoring and education to others in the Company.
• Some travel required for business development opportunities.
• Undergraduate degree or equivalent experience.
• Spanish speaking is a plus.
• Trust and estate or financial background.
• JD, CTFA, or CFP certification a plus.