Wealth Trust Officer - Client-Focused Administration

Capital First Trust Company; Milwaukee (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Capital First Trust Company in Milwaukee, WI is seeking a Trust Officer - Wealth to oversee day-to-day administration of a variety of wealth management trust accounts, ensuring compliance with applicable laws and internal policies.

The role emphasizes timely responses to client distribution requests, accurate distributions, and close collaboration with beneficiaries, financial advisors, and service professionals.

Qualifications

• 2+ years of financial services or legal experience.
• Undergraduate degree or equivalent experience.
• JD, CTFA, or CFP certification a plus.

Responsibilities

• Manage day-to-day administration for wealth management trust accounts.
• Respond to client distribution requests and oversee cash and asset disbursements.
• Monitor trust tax returns and annual account reviews where applicable.
• Prepare presentations for Trust Committee review.
• Maintain proper administration of a complex book of personal trust accounts.

Skills

Communication

Tech Skills

Organization

Judgment

Education

Undergraduate degree or equivalent experience

JD/CTFA/CFP certification a plus

Tools

Microsoft Office

Job description

Capital First Trust Company in Milwaukee, WI is seeking a Trust Officer - Wealth to oversee day-to-day administration of a variety of wealth management trust accounts, ensuring compliance with applicable laws and internal policies.

The role emphasizes timely responses to client distribution requests, accurate distributions, and close collaboration with beneficiaries, financial advisors, and service professionals.