Wealth Trust Specialist

Capital First Trust Company; Milwaukee (WI); On-site; USD 65,000 - 100,000; Full time

Job summary

Capital First Trust Company seeks a Trust Officer - Wealth to manage day-to-day administration of wealth management trust accounts, ensuring compliance with laws, regulations, policies, and procedures.

Responsibilities include responding to client distribution requests, supervising distributions, monitoring trust tax returns, preparing presentations for Trust Committee, and maintaining CRM records; 2+ years of financial services or legal experience preferred.

Qualifications

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

Responsibilities

• Respond to client distribution requests and manage cash and asset distributions.
• Understand duties to principals, income beneficiaries, and remaindermen.
• Monitor the completion of trust tax returns.
• Complete annual account reviews as required by the South Dakota Division of Banking.
• Prepare presentations for Trust Committee review.
• Administer a complex book of personal trust accounts and pooled trusts.

Skills

Financial services experience

Communication

Tech skills

Organization

Judgment

Education

Undergraduate degree or equivalent

JD/CTFA/CFP certification a plus

Job description

Capital First Trust Company seeks a Trust Officer - Wealth to manage day-to-day administration of wealth management trust accounts, ensuring compliance with laws, regulations, policies, and procedures.

Responsibilities include responding to client distribution requests, supervising distributions, monitoring trust tax returns, preparing presentations for Trust Committee, and maintaining CRM records; 2+ years of financial services or legal experience preferred.