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
- ...Trust Officer Senior As the Trust Officer Senior, you will report to the Branch Manager and oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals. What You’ll Do Establish operational...SeniorImmediate start
- ...Posted Tuesday, July 21, 2026 at 8:00 AM Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry‑leading wealth... ...related needs. Lead with Purpose. Partner with Impact. As the Trust Officer Senior, you will report to the Branch Manager. You will oversee...SeniorImmediate start
$90k - $121.3k
...powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve... ...core values.ResponsibilitiesWe are currently seeking a Senior Compliance Advisory Services Officer who will serve as the primary Compliance Department...SeniorWork experience placementWork at office- ...accountability, and client-first decision making. You’ll build trusted relationships with PWM Branch Managers and Corporate Resource Groups... ...PWM branches (<25%) Handle escalations from PWM Supervision Officers regarding complex and sensitive issues. Expert in utilizing...SeniorFull timeWork experience placement
- About the Role:We are seeking a seasoned Senior Compliance Officer - Institutional Fixed Income to serve as a strategic partner to our Institutional... ...and 2 days remote. The Impact You’ll Make: Serve as a trusted advisor and primary escalation point for senior business leaders...SeniorFull timeWork at officeRemote work3 days per week
$162.5k - $301.7k
...health challenges and transforming society.The Opportunity:The Senior TLL role at Genentech acts as the lead Commercial enterprise bridge... ...Senior TLL enables demand and patient access by serving as the trusted connection to priority TAEs, converting credibility into...SeniorFull timeLive inLocal areaRelocation packageFlexible hoursShift work- ...Position at First Business Bank Join us today as the Senior Compliance Specialist! First Business Bank is a Top Workplaces... ...Compliance Advisory & Change Management Serve as a trusted compliance advisor to business lines by providing guidance, recommendations...SeniorWork experience placementRemote work
$180k - $220k
...Dakota, and South Dakota. SUMMARY: The Senior Medical Science Liaison (Sr MSL), Rare... ...in rare epilepsies. Serves as a trusted scientific expert through high-quality, compliant... ...orientation. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint,...SeniorWork at officeFlexible hours- ...Trust Strategist And Legal Administrative Assistant Baird Trust is growing by introducing Baird financial advisors and their clients... ...for the Trust Legal team and Baird Trust Chief Operating Officer Prepare or assist in preparing recurring and/or ad hoc statistical...Temporary work
$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....Work at officeLocal areaFlexible hours- ...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 Responsibilities Trust Administration Responds...Work at officeRemote work
$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- WETEACHTRUTH LUTHERAN EDUCATION JOB DESCRIPTION Position Title Senior Advancement Officer Job Classification 12-month employee Reports to Vice President of Advancement Philosophy WeTeachTruth Lutheran Education is seeking a Senior Advancement Officer. The Senior Advancement...SeniorFull timeWork at officeLocal area
- Senior International Trade Compliance SpecialistCorporate Headquarters12575 Uline Drive, Pleasant Prairie, WI 53158Interested in the global economy? Uline is North America's leading distributor of shipping, industrial and packaging materials! As a Senior International...SeniorFull time
- ...improve patient care and outcomes in their territory. The MSL/Senior MSL is an established field-based professional with extensive scientific... ...development. Typical Accountabilities Establishes oneself as a trusted scientific advisor, peer and expert by both internal...SeniorFull timePrivate practiceLocal area
$85k - $110k
...Senior Compliance Analyst Location US-WI-Milwaukee ID 2026-1235 Position Type Full-Time Additional... ...a hybrid working model, whereby you will be required to work in-office 4 days per week. Location(s): Charlotte, NC or Milwaukee, WI...SeniorFull timeWork at office- ...Senior Quality Systems Specialist Retham Technologies, Inc. Wauwatosa, WI 53226 Join an innovative clinical diagnostics startup bringing... ..., and/or risk management Strong technical writing and Microsoft Office skills Preferred Qualifications Experience in an IVD or...SeniorFull timePart timeWork at officeVisa sponsorshipFlexible hours
$133.37k - $156.9k
...is seeking an attorney to join the Law Division’s Wealth Management & Investment Services legal team to support U.S. Bank’s personal trust and investments businesses. Through its Wealth Management division, U.S. Bank offers personal trust and investment management...SeniorFull timeLocal area3 days per week$133.37k - $156.9k
...discover what you excel at—all from Day One.Job DescriptionU.S. Bank is seeking an attorney to join the Law Division’s Global Corporate Trust legal team to support its corporate trust business. U.S. Bank is among the premier corporate trustees in the country, serving in...SeniorFull timeContract workLocal area3 days per week$94.14k
...statewide, making us the largest and most trusted reproductive health care provider in... ...Overview We are looking for a Principal Gift Officer (40 hours/week) for our Milwaukee or Madison... ...to work closely and effectively with senior management and volunteers, including Board...Hourly payWork at officeImmediate startAfternoon shift$80k - $165.1k
...rooted in the communities we serve. As a trusted partner, we thrive on helping our clients... ...seeking a Licensed Commercial Appraisal Review Officer that will review commercial real estate... ...location.Position may be filled at a Senior role, depending on the skills and qualifications...Work at office- ...worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client... ...position offers flexibility with 4 days/week in our Milwaukee, WI office and 1 day remote. The Impact You'll Make:Serves high net worth and...SeniorFull timeWork at officeRemote work
- ...questionnaires, and disclosure requirements while serving as a trusted advisor on firm policies, procedures, and regulatory obligations... ...offers flexibility with 3 days per week in our Milwaukee office and 2 days remote. The Impact You’ll Make: Reviews, interprets,...Full timeWork at officeRemote work3 days per week
$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- ...search for its next **Chief Philanthropy Officer (CPO)**, a transformational executive leadership... ...President & CEO, Board of Directors, and senior leadership to advance the Foundation's... ..., including attorneys, accountants, trust officers, wealth managers, and financial...Full time
$198.85k
...search for its next Chief Philanthropy Officer (CPO) , a transformational executive leadership... ...President & CEO, Board of Directors, and senior leadership to advance the Foundation's... ..., including attorneys, accountants, trust officers, wealth managers, and financial...Full timeTemporary workInterim roleImmediate startFlexible hours- ...effectively under general direction Proficient 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...Full timeWork at officeLocal areaWork from home
- ...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
$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- ...looking for someone eager to learn and grow Advanced Microsoft Office skills and exceptional attention to detailStrong communication,... ...opportunity to create something meaningful, we can offer the support, trust, and opportunity you need to grow with us. #J-18808-Ljbffr MRA-...Full timeWork at office
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