Trust & Estate Administrator (Special Needs Focus)

Capital-First-Limited; Milwaukee (WI); On-site; USD 65,000 - 120,000; Full time

Job summary

Capital-First-Limited seeks a Trust Officer to oversee day-to-day administration of a diverse portfolio of trust accounts and ensure compliance with laws and policies. The role emphasizes responsive, relationship-centered service for clients and beneficiaries, reporting to a Senior Trust Officer or Director of Personal Trust Services.

The Trust Officer will guide beneficiaries through trust administration, coordinate with professionals, and maintain thorough records while mitigating risks and

Qualifications

• Knowledge of legal and regulatory aspects of nonprofit and government assistance programs, and estate/settlement administration.
• Experience with Social Security, Medicaid, and means-tested programs.
• Undergraduate degree or professional credentials; some travel may be required.
• Spanish speaking is a plus.

Responsibilities

• Administer a complex portfolio of personal trust accounts, ensuring accurate records and compliance with governing documents, tax filing, and applicable laws.
• Build trusted client relationships through professional service, clear communication, and responsiveness.
• Coordinate with estate planning attorneys, case managers, CPAs, financial advisors and settlement planners on care for beneficiaries and administration plans.
• Document discretionary decisions with supporting facts and fiduciary rationale for review by peers and committee members.

Skills

Communication skills

Relationship management

Attention to detail

Education

Undergraduate degree or professional credentials

Tools

Microsoft Office Suite

Trust accounting software

Job description

Capital-First-Limited seeks a Trust Officer to oversee day-to-day administration of a diverse portfolio of trust accounts and ensure compliance with laws and policies. The role emphasizes responsive, relationship-centered service for clients and beneficiaries, reporting to a Senior Trust Officer or Director of Personal Trust Services.

The Trust Officer will guide beneficiaries through trust administration, coordinate with professionals, and maintain thorough records while mitigating risks and