MilwaukeeRecruiter Since 2001
the smart solution for Milwaukee jobs

Trust Officer

Company: Capital First Trust Company
Location: Milwaukee
Posted on: December 6, 2019

Job Description:

Responsible for the day-to-day management and administration for a wide variety of trust accounts, which may include Settlement, Special Needs, SAM Trusts, Directed Trusts and court supervised trusts, ensuring compliance with applicable laws, regulations, policies and procedures.
Role Responsibilities
Trust Administration

  • Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities.
  • Respond promptly to client distribution requests and make distributions of cash and assets as required.
  • Process cash movements, including trust distributions and trust deposits.
  • Recommend portfolio realignments for discretionary accounts under the supervision of a Senior Trust Officer.
  • Understand the needs of and duties to the principals, income beneficiaries and remaindermen.
  • Professional advisor to trust beneficiaries, third party administrators and other service professionals
  • Comply with Trust Administration checklists related to opening and closing of accounts; and account reviews.
  • Oversee the completion of trust tax returns.
  • Complete annual account reviews as required by the South Dakota Division of Banking.
  • Handle 150-225 accounts with an average account size of $100,000- $1M with low to medium level of complexity.
  • Meet with Trust Committee and prepare appropriate reports for Committee review
    Job Competencies
    Communication Skills
    • Excellent verbal, written and interpersonal communication skills.
    • Ability to communicate effectively with clients; interact with beneficiaries, courts and other third party professionals.

      Computer/Technical Skills
      • Strong analytical skills with high attention to detail and accuracy.
      • Proficiency using Microsoft Office Suite of applications
      • Skilled with trust accounting software
        Organization
        • Possess strong decision-making and organizational skills.
        • Coordinate all aspects of fiduciary taxation with third parties.
        • Maintain current file notes and history on a routine basis.
          Judgment
          • Understand Company's overall strategy and guiding principals.
          • Work proactively to quickly identify and escalate issues, problems.
          • Demonstrate visible commitment to the Company's core values and guiding principals and achieving results.
            Role Qualifications
            • Minimum one (1) year of technical expertise in the area of trust administration.
            • Some travel may be required for business development opportunities.
            • Spanish speaking is a plus.
            • Undergraduate degree.
            • Trust and estate or financial background.

              Job Location - Milwaukee, WI (5th Ward)Competitive PayBenefits - 100% Employer Paid Health/Dental/Life/LTD for individual employee, 401k Plan with 4% Match, optional Short Term Disability

              Send email with resum-- to


Keywords: Capital First Trust Company, Milwaukee , Trust Officer, Other , Milwaukee, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


U.S. Xpress is excited to announce Straight Pay- A New Way to Team Pay!
Description: We're changing the game on team pay and making it easier for our
Company: USXpress
Location: Sheboygan
Posted on: 12/7/2019

RN - High Acuity Adults - Full-time Evening - Alexian Brothers Behavioral Health
Description: We Are Hiring RN-Behavioral Health - Adlt Psychiatry Nrsng Unit 001 - Full-Time,Evening - AMITA Health ABBHH - Hoffman Estates,IL Why Join AMITA AMITA Health www.AMITAhealth.org is a joint operating (more...)
Company: AMITA Health
Location: Hoffman Estates
Posted on: 12/7/2019

CDL A Truck Driver
Description: Get home every weekend We put our drivers FIRST Apply today for CDL-A Company Truck Driver Jobs Call 866-683-9610 to learn more We have weekly hometime Our pay is very competitive with good miles (more...)
Company: FirstExpress
Location: Hoffman Estates
Posted on: 12/7/2019


RN - Low Acuity - Full-time Evening - Alexian Brothers Behavioral Health
Description: We Are Hiring RN-Behavioral Health - Adlt Psychiatry Nrsng Unit 002 - Full-Time,Evening - AMITA Health ABBHH - Hoffman Estates,IL Why Join AMITA AMITA Health www.AMITAhealth.org is a joint operating (more...)
Company: AMITA Health
Location: Hoffman Estates
Posted on: 12/7/2019

Now Hiring: (PT) Few Minutes Gets You $350 For Questionnaire
Description: 1 Enter Email 2
Company: MoneyAtHome
Location: Sheboygan
Posted on: 12/7/2019

CDL A Flatbed Trucking Job - $5,000 Sign On Bonus
Description: Drive For The Top Flatbed and Specialized Carrier We're hiring flatbed drivers for company, owner-operators and lease purchase. Family Values As a family oriented Flatbed and Specialized carrier since (more...)
Company: P & S Transportation
Location: Hoffman Estates
Posted on: 12/7/2019

Regional CDL A Reefer Truck Drivers - Home Weekly!
Description: MIDWEST REFRIGERATED SERVICES - LOOKING FOR REGIONAL COMPANY DRIVERS - WITH 4,000 SIGN ON BONUS Driver MUST HAVE 2 Years Of CDL A Experience What We Offer: Home
Company: Midwest Refrigerated Services
Location: Sheboygan
Posted on: 12/7/2019

Transcriber for Law Enforcement Audios (Remote)
Description: Net Transcripts is looking for many vendors / independent contractors who have experience transcribing audio content of criminal investigations, court proceedings, law enforcement interviews, jail calls, (more...)
Company: Net Transcripts
Location: Sheboygan
Posted on: 12/7/2019

FedEx Operations - Packaging
Description: Auto reqID: 222687BR br JobSummary FedEx Ground is hiringpart-time and full-time individuals to load and unload packages inour fast-paced warehouse environment. Part-time employees typicallywork a 2-4-hour (more...)
Company: FedEx Ground PH US
Location: Hoffman Estates
Posted on: 12/7/2019

Plasma Center Nurse - RN or LPN (30 hours) Flex Shifts
Description: Takeda is an industry-leading, global pharmaceutical company with an unwavering dedication to putting patients at the center of everything we do. We live our values of Takeda-ism Integrity, Fairness, (more...)
Company: Takeda Pharmaceutical
Location: Sheboygan
Posted on: 12/7/2019

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Milwaukee RSS job feeds