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Trust Officer - Wealth

Capital First Trust Company
Milwaukee, WI Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/7/2025

Trust Officer

The Trust Officer is 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.
  • JD, CTFA, or CFP certification a plus.

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