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Trust Officer

Company: Capital First Trust Company
Location: Milwaukee
Posted on: March 27, 2020

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 ResponsibilitiesTrust AdministrationThorough 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 professionalsComply 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 reviewJob CompetenciesCommunication SkillsExcellent verbal, written and interpersonal communication skills.Ability to communicate effectively with clients; interact with beneficiaries, courts and other third party professionals.Computer/Technical SkillsStrong analytical skills with high attention to detail and accuracy.Proficiency using Microsoft Office Suite of applicationsSkilled with trust accounting software OrganizationPossess 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.JudgmentUnderstand 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 QualificationsMinimum 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 DisabilitySend email with resum-- to humanresources@capitalfirsttrust.com

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

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