Senior Wealth Trust Lead

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

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.