Personal Trust Administration Officer (Trust Officer) - Brookfield, WI

Personal Trust Administration Officer (Trust Officer)

At Fiduciary Partners Trust Company, we believe collaboration, mutual respect, teamwork, and integrity are the foundation of everything we do. We are an independent trust services company that collaborates with financial advisors, attorneys, and their clients. Our team provides clients, their families and professional advisors with exemplary customer service and peace of mind that comes from working with experts in trust administration and trust and estate settlement. At Fiduciary Partners, our partnerships begin with our internal team, and we continually strive to provide our employees with the knowledge, mentoring and training needed to succeed and grow within our company. Here you will find team members committed to working together to serve and support each other, our clients, and our community.

Position Summary

The Personal Trust Administration Officer will represent Fiduciary Partners in our Brookfield Office as a primary relationship manager. They will administer a wide range of personal trust accounts, having significant contact with clients and their advisors. This position is ideal for a trust officer with independent personal trust account administration experience. Potential candidates could also have experience in the fields of Fiduciary Tax Preparation, Estate Law, or Investments.

The Personal Trust Administration Officer’s responsibilities will include:

• Representing Fiduciary Partners with professionalism, confidentiality, and friendliness
• Acting as the primary contact person for assigned accounts, to include direct contact with clients and advisors
• Handling a full range of administrative activities: account administration in accordance with the governing instruments and legal and regulatory framework; opening new accounts; gathering assets; creating synoptic records; paying bills, reviewing transactions and outside investment manager statements; working with trust operations and our trust accounting system
• Analyzing trust documents, investment advisor agreements, understanding and applying internal policies and procedures, performing account reviews
• Assisting with companywide projects and committees as assigned
• Being alert to and encouraging opportunities to develop new trust relationships with clients and professional advisors

Along with personal trust account administration, an ideal candidate will demonstrate:

• Ability to effectively work independently and as part of a team of professionals to provide outstanding personal trust service
• Attentiveness to administrative details, documentation, and procedures
• Strong communication and presentation skills
• Self-starter, highly motivated, needs minimal supervision
• Assertiveness, strong sense of responsibility and ownership
• Bachelor’s degree (in relevant field) or equivalent work experience is required
• Legal education or Juris Doctor preferred

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift

Supplemental Pay:

• Bonus opportunities

Education:

• Bachelor's (Required)

Experience:

• Trust Administration, Fiduciary Tax, Financial Services: 7 years (Preferred)
• Estate Planning (Law): 7 years (Preferred)

Ability to Relocate:

• Brookfield, WI 53045: Relocate before starting work (Required)

Work Location: In person