Senior Trust Officer
MOHR Talent
Senior Trust Officer Milwaukee, WI | $130K - $145K+ bonus | Hybrid environment Responsibilities Manage sophisticated trust and estate relationships. Partner closely with financial advisors, attorneys, beneficiaries, and high-net-worth families. Balance fiduciary oversight with meaningful client interaction in a collaborative, boutique-style environment. Highlights Dedicated support structure Strong leadership and positive culture High-touch fiduciary environment Requirements 8+ years of trust administration experience Experience with trusts, estates, IRAs, and fiduciary accounts Strong communication and client relationship skills Understanding of fiduciary taxation and estate workflows MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at View email address on click.appcast.io #J-18808-Ljbffr
$69.92k - $109.46k
...As a Trust Officer at UMB you will build long-term client relationships and enhance existing relationships through quality customer service, including anticipating client needs, clear communications, effective client meetings and meeting client service level standards....SuggestedWork at officeLocal areaFlexible hours- ...This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span... ...role can service private and corporate trust accounts. Trust Officer Qualifications: Bachelor's degree or equivalent. 5-7 years of relevant...Suggested
$180k - $220k
...Dakota. \n \n SUMMARY: \n \n The Senior Medical Science Liaison (Sr MSL), Rare... ...in rare epilepsies. \n Serves as a trusted scientific expert through high-quality, compliant... .... \n Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook...SeniorWork at officeFlexible hours$124k - $335k
...through digitization, automation, and increased efficiencies. As a Senior Manager you are to lead large projects, innovate processes, and... ...to drive project success. You are also responsible for building trust with multi-level teams and stakeholders through open and honest...SeniorFull timeH1b$85k - $105k
...Overview Allspring Global Investments is seeking a Senior Compliance Analyst to join its Compliance Regulatory Reporting team. This... ...a hybrid working model, whereby you will be required to work in-office 4 days per week. Location(s): Charlotte, NC, Milwaukee,...SeniorWork at office- ...Job Description Job Description Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures. Role...Work at officeRemote work
$75k - $90k
...Services (WCS) is seeking a dynamic Major Gift Officer to join our Development and... ...interpersonal skills - ability to engage and build trust with donors, prospects, and colleagues in... ...from the agency, staff, Executive and Senior Leadership teams along with collaborative...Full timeWork at officeLocal areaFlexible hours- ...and financial. With comprehensive benefits and competitive wages, we trust that you will find all the resources you need here to be successful. Responsibilities Summary: The Air Officer-in-Charge assists in supervising and training the Air Detention...Full timeContract workWorldwideFlexible hoursShift workNight shiftWeekend work
- ...work effectively under general directionProficient in Microsoft Office (Word and Excel)Self‑motivated with a strong commitment to... ...Markel will be posted on Markel Careers. No other URL should be trusted for job postings.All legitimate communications with Markel recruiters...Full timeWork at officeLocal areaWork from home
$134k - $204k
...data, treatment options, emerging standards of care, and competitive landscape for epilepsy and rare syndromes. Develop and manage trusted, peer-to-peer relationships with key stakeholders (e.g., KOLs, clinical investigators, medical groups/IDNs, regional payers, patient...Local area- ...Eden Senior Care, founded in 2016, is a growing Healthcare Management company, focused... ...Edenbrook Lakeside, a well-established and a trusted provider in the skilled nursing space... ...to learn company applications. Microsoft Office, Excel, E-mail, Outlook, Internet Explorer...Temporary workWork at officeFlexible hoursNight shift
- ...your interests, qualifications, and talents to a specific contract, contract-to-hire, or permanent placement opportunity. Our clients trust us to provide them with the best and brightest technical talent in their fields. We look forward to establishing a career...Permanent employmentContract workWork experience placement
$98.18k - $115.5k
...Day One. JOB DESCRIPTION This position within RSS will serve as support (CCO Support) to Chief Compliance Officers (CCOs) for multiple series trusts containing mutual funds and exchange traded funds employing diverse investment strategies regulated under the...Temporary workWork at officeLocal areaFlexible hours3 days per week$18.36 per hour
...listening is essential. Education High School diploma, GED certification. Clearance Requirement US Citizenship is required. Active Public Trust/MBI clearance or the ability to obtain one. Health and Welfare (H&W) benefit Medical, dental, and vision insurance Life and...Full timeFor contractorsLocal areaFlexible hours$18.36 per hour
...~ High School diploma, GED certification. Clearance Requirement: US Citizenship is required. Active Public Trust/MBI clearance or the ability to obtain one. Health and Welfare (H&W) benefit ~ Medical, dental, and vision insurance ~...Full timeFor contractorsLocal areaImmediate startFlexible hours$90k - $120k
...background or are a proven sales representative who thrives on building trust and driving resultsthis role is for you. Travel: You will be... ...in assisted living facilities, hospitals, physician offices, personal care homes, and other community referral sources Be...Flexible hoursShift workAfternoon shift- ...operational, and project management support to senior executives while coordinating board... ...Executive Assistant and Board Liaison acts as a trusted resource for executives, board members,... ...a strong working knowledge of Microsoft Office products including PowerPoint, Excel,...Work at officeAfternoon shiftEarly shift
- ...Gardner Builders in Milwaukee is seeking a Senior Project Manager to lead multiple commercial construction projects, accountable for scope, schedule, budget, and quality. You’ll cultivate trusted client relationships, represent Gardner in proposals and industry events...Senior
- ...physical, emotional, and spiritual effects of a serious illness or terminal diagnosis. Our nationwide reach is powered by a family of trusted brands that include: Hospice care: Gentiva Hospice, Emerald Coast Hospice Care, Heartland Hospice, Hospice Plus, New Century...Daily paidFull timePart timeLocal areaShift work
- ...mentorship and clear opportunities for advancement. About the Role This Audit Senior will play a key role in leading audit engagements for a diverse client portfolio while serving as a trusted resource for both clients and internal team members. The position offers...SeniorFlexible hours
- ...Surface Warfare Officer Category / Component: Officer • Both Overview Surface Warfare Officers lead at sea by managing ship operations, combat systems, navigation, and warfare tactics to ensure mission readiness across the Fleet on destroyers, cruisers, amphibious ships...ApprenticeshipWork at officeWorldwide
$59.36k - $101.76k
...Role Summary As a Special Assets Officer, you will manage a portfolio of complex commercial credit relationships and work closely with clients and internal partners to achieve the best possible outcomes. This role combines financial analysis, relationship management, and...- ...Title in Austin, Texas (Title Department), a wholly owned subsidiary of Anywhere Integrated Services, is seeking an experienced Title Officer. Anywhere Integrated Services is a full-service title, settlement, underwriting and vendor management services company serving real...Remote work
- ...Description The Major Gift Officer is part of the Major and Planned Giving team responsible for the strategic development and implementation... ...with the Director of Major and Planned Giving and the Senior Major Gift Officer, the Major Gift Officer will support research...Afternoon shift
- ...Primary Function The Commercial Finance Senior Analyst is responsible for preparing,... ...Finance will work closely with and become a trusted business partner to our sales & marketing... ...beneficial Proficient with Microsoft Office, including Excel, Word, and Outlook Strong...SeniorFull timeTemporary workWork at officeLocal areaWorldwide
- ...Senior Accounting Specialist Marsh Electronics, Milwaukee, WI Marsh Electronics is a family... ...to grow. In this role, you will be trusted to do your best work while being backed by... ...solving skills. Proficient with Microsoft Office Suite or related software. Education and...SeniorWork at office
- ...enhance client relationships at the Southridge branch and beyond. This role focuses on providing exceptional banking counsel, building trust with clients, and addressing their financial needs. The ideal candidate will have at least five years of retail banking experience...Senior
$5,000 per month
...what you do while at work. Where Your Career is a Force for Good! The American Red Cross is seeking a Regional Philanthropy Officer who will cultivate relationship and gifts with individual donors and community and family foundations in northeast and southeast...Temporary workLocal areaWork from homeFlexible hours$108.8k - $145k
...Senior Cost Manager As a Senior Cost Manager at Linesight, you will work with highly experienced, culturally diverse, and passionate... ...our business strategy as we continue to evolve. For us lasting trusted relationships are everything, both with our teams and our clients...SeniorContract work- ...professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a... ...engagements, ensuring accuracy and timeliness. Serve as a trusted advisor to clients, providing proactive guidance on tax...SeniorLocal area
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