Trust Administration Associate - Client Service & Compliance

Downtown Boulder Partnership; Milwaukee (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

Capital First Trust Company in Milwaukee seeks an Assistant Trust Officer to provide administrative support for trust administration under the guidance of Trust Officers.

The role includes responding to client requests, processing distributions, and managing compliance functions. Qualified candidates should have a Bachelor's degree or extensive relevant experience, as well as strong communication and organizational skills.

Qualifications

• Bachelor's degree or 4+ years of relevant trust administration experience.
• Experience in the financial services industry or trust administration.
• Minimum of 18 months' administrative experience in an office setting.

Responsibilities

• Provide day-to-day administrative support for trust administration.
• Assist Trust Officers in processing distributions and setting up new trust accounts.
• Manage compliance functions and client documentation.

Skills

Communication Skills

Organizational Skills

Attention to Detail

Judgment

Education

Bachelor's degree or 4+ years of relevant trust administration experience

Tools

Microsoft Office Suite

Trust accounting software

Job description

Capital First Trust Company in Milwaukee seeks an Assistant Trust Officer to provide administrative support for trust administration under the guidance of Trust Officers.

The role includes responding to client requests, processing distributions, and managing compliance functions. Qualified candidates should have a Bachelor's degree or extensive relevant experience, as well as strong communication and organizational skills.