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 Mohr Talent
$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$60k - $121.3k
...Senior Compliance Testing Analyst Job Locations US-WI-Brookfield | US-IL-Chicago... ...rooted in the communities we serve. As a trusted partner, we thrive on helping our clients... .... ~ Required competency with Microsoft Office Suite, particularly Excel and Word. ~ A...SeniorFull timeWork at office- ...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
$80k - $100k
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...SuggestedWork 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$85k - $105k
Senior Compliance Analyst Location US-WI-Milwaukee ID 2026-1125 Position Type Full-Time Additional Locations... ...a hybrid working model, whereby you will be required to work in-office 4 days per week. Location(s): Charlotte, NC, Milwaukee, WI,...SeniorFull timeWork at office$70k - $150k
...Job Description Job Description Senior Care Healthcare Liaison – Business Development Serving Metro Milwaukee | Oasis Senior... ...metropolitan area. Why Oasis? Why Now?Oasis Senior Advisors is a trusted leader in the senior care market, offering compassionate, no-...Senior- ...Working Conditions ~ Ability to round in surgical environments and respond to urgent operational issues across sites; typical office/clinical demands. This job description indicates the general nature and level of work expected of the incumbent. It is not designed...SeniorHourly payFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hoursShift workDay shift
- ...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
$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$10k
...up to 30 individuals. Position Overview The Regional Major Gift Officer is a staff position within the ACLU-WI’s Development &... ...emotional intelligence, giving and receiving feedback, and building trusting, collaborative relationships. The nature of this work can be emotionally...Full timeTemporary workNight shift$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- ...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
- ...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
$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
...~ 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- ...nursing, rehabilitation, and post-acute care services. We are committed to delivering exceptional patient outcomes while building trusted partnerships throughout the healthcare continuum. This is an exciting opportunity to join a growing organization that values leadership...Full timeMonday to Friday
- ...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
- ...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
- ...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
- ...Senior Commercial Finance Manager Regal Rexnord is seeking a high-impact Senior Commercial Finance Manager to serve as a strategic... ...Be the Finance Partner to Commercial Leadership Act as a trusted advisor to commercial leaders—challenging assumptions, shaping...Senior
- ...requires extensive sales experience in enterprise software, particularly SAP. Candidates will drive demand for tax engagements, establish trusted relationships, and collaborate across teams to achieve sales targets. This position offers a competitive salary package and...Senior
- ...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
- ...Senior Accounting Specialist Marsh Electronics Milwaukee, WI Marsh Electronics... ...encouraged to grow. In this role, you'll be trusted to do your best work while being backed... ...skills. Proficient with Microsoft Office Suite or related software. Education and...SeniorWork at office
- ...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
- ...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
- ...IT Auditor Senior As the world works and lives faster, FIS is leading the way. Our fintech... ...Role location: Hybrid (three days in-office, two days virtual) at our Jacksonville, Brown... ...business and IT functions Establish trust and credibility with key stakeholders...SeniorWork at office
- ...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
$120k - $160k
...CGS is currently seeking a seasoned Senior Capture and Business Development Associate to assist with identification, capture, evaluation... ...clients and partners to apply demonstrated knowledge and trusted advice when interacting directly with senior level clients and...SeniorFull timeLocal areaFlexible hours
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