Trust Officer
Capital First Trust Company
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 promptly to client distribution requests and makes cash and asset distribution as required. Understands the needs of and duties to the principals, income beneficiaries, and remaindermen. Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other service professionals. Monitors the completion of trust tax returns. Complies with Trust Administration checklists related to closing accounts and account reviews. Completes annual account reviews as required by the South Dakota Division of Banking. Prepares appropriate presentations for Trust Committee review. Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts. Competencies Communication Skills Excellent verbal, written, and interpersonal communication skills. Able to communicate effectively with interact with beneficiaries, financial advisors, and other third-party professionals. Aware of and follows company policies for electronic communications and internet use. Computer/Technical Skills Strong analytical skills with a high level of accuracy and attention to detail. Proficient using Microsoft Office Suite of applications. Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use. Organization Very responsive to external partner communication. Timely completion of distribution requests. Update client interactions in CRM database. Judgment Ability to prioritize a high number of daily tasks. Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction. Swiftly refer problems/issues to the appropriate person(s) when necessary. Role Qualifications 2+ years of financial services or legal experience. Undergraduate degree or equivalent experience. JD, CTFA, or CFP certification a plus. #J-18808-Ljbffr
- ...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...SuggestedLocal area
Mohr Talent
Milwaukee, WI5 days ago $90k - $121.3k
...regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals... ...are currently seeking a Senior Compliance Advisory Services Officer who will serve as the primary Compliance Department point of contact...SuggestedWork experience placementWork at office$81.86k - $120.41k
...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 hoursUMB Bank
Milwaukee, WI3 days ago$80k - $165.1k
...regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals... ...are currently seeking a Licensed Commercial Appraisal Review Officer that will review commercial real estate appraisals and produce...SuggestedWork 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...SuggestedFull timeWork experience placement
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$98.18k - $115.5k
...all from Day One.Job DescriptionThis 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 Investment...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...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
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$162.5k - $301.7k
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...functional stakeholder collaboration, this role helps strengthen trust, accountability, compliance, and information security across the... ...Information Security, Data Protection, the General Counsel’s Office, Finance, Accounting, Ethics and Compliance, and other Firm stakeholders...Work experience placementSummer holidayWork at officeFlexible hoursEY
Milwaukee, WI2 days ago$25 - $30 per hour
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First Business Bank
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MRA - The Management Association
Milwaukee, WI2 days ago $75k - $90k
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...~ 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 hoursCitizant
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...landscape for epilepsy and rare syndromes. Develop and manage trusted, peer-to-peer relationships with key stakeholders (e.g., KOLs,... ...position, roles are hybrid with 40% of your time spent in the office. UCB is an equal opportunity employer. All employment decisions...Work at officeLocal area- ...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
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Socket
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Confidential
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Radiological Society of North America
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$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...Hourly payFlexible hoursShift workAfternoon shift
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