Trust Officer

3 weeks ago

Milwaukee, United States Capital First Trust Company Full time
Job DescriptionJob Description

Trust Officer

The Trust Officer is responsible for the day-to-day management and administration for a 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.
  • Act as lead communicator with clients regarding strategic financial planning.
  • Respond promptly to client distribution requests and make distributions of cash and assets as required, while strictly following department procedures regarding verbal confirmation for electronic distribution requests.
  • 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 / closing accounts; and account reviews.
  • Monitor the completion of trust tax returns.
  • Complete annual account reviews as required by the South Dakota Division of Banking.
  • Prepare appropriate presentations for Trust Committee review
  • Handle 150-225 accounts with an average account size of $100,000- $1M with varying levels of complexity.

Competencies


Communication Skills

  • Excellent verbal, written and interpersonal communication skills.
  • Ability to communicate and interact effectively with beneficiaries, courts and other third party professionals.
  • Be aware of and follow company policies for electronic communications and internet use

Computer/Technical Skills

  • Strong analytical skills with high attention to detail and accuracy.
  • Proficiency in Microsoft Office Suite of applications
  • Skilled with trust accounting software.
  • Able to understand and follow company policies regarding information security including password, MFA, and remote access use.

Organization

  • Demonstrate professionalism and leadership skills through consistent positive attitude and superior quality of work.
  • Coordinate all aspects of fiduciary taxation with third parties.
  • Regularly update client interactions in CRM database.

Judgment

  • Strong sense of confidentiality.
  • 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.
  • Demonstrate visible commitment to the Company's core values and guiding principles and achieving results.
  • Able to identify common attempts at information security scams, like email phishing.

Role Qualifications

  • Undergraduate degree.
  • Trust and estate or financial background preferred.
  • Some travel required for business development opportunities (less than 10%)

  • Trust & Estate Planning Associate

    3 weeks ago

    Milwaukee, United States 5 Legal Full time

    Job DescriptionJob DescriptionTop 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Milwaukee office.Qualified candidates must have 4-7 years of experience and must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting...

  • Office Assistant

    3 weeks ago

    Milwaukee, United States Pad Media Ltd Full time

    Job DescriptionJob DescriptionWe are looking for a competent Office Assistant to help with the organization and running of the daily administrative operations of the company.The ideal candidate will be a hard-working professional able to undertake a variety of office support tasks and work diligently under pressure. This person will be comfortable working...

  • Family Office Director

    3 weeks ago

    Milwaukee, United States MAHLER PRIVATE STAFFING Full time

    Job DescriptionJob DescriptionUnique opportunity to lead a small single family office in downtown Milwaukee.This is a newly created position, but we have a strong team in place attorney, controller, administrative support team plus long-term outsourced advisors for tax, accounting, and legal.Your role would be focused on two areas responsibility for...

  • Family Office Director

    3 weeks ago

    Milwaukee, United States MAHLER PRIVATE STAFFING Full time

    Unique opportunity to lead a small single family office in downtown Milwaukee.   This is a newly created position, but we have a strong team in place – attorney, controller, administrative support team plus long-term outsourced advisors for tax, accounting, and legal.   Your role would be focused on two areas – responsibility for oversight of all...

  • Unarmed Security Guard

    4 weeks ago

    Milwaukee, United States Arms Security Corporation Full time

    **Arms Security Corporation is seeking active duty law enforcement for various PT/FT details**: - **Executive Protection**: - **Retail Security** **This is a W2 position, not a 1099.** **Requirements**: - State Identification Card - Class D Wisconsin unarmed security license REQUIRED **About Us**: We are a leading security corporation in Illinois that...

  • Safety Manager

    3 weeks ago

    Milwaukee, United States Vida Group International Full time

    Our Client is seeking a Safety, Health Environmental Manager to support their new Wisconsin facility in furthering Environmental, Health and Safety goals culture. The incumbent with work with site leadership to identify and provide solutions to EHS issues and provide best practice guidance. The Environment, Health and Safety (EHS) Manager will be highly...

  • Safety Manager

    3 weeks ago

    Milwaukee, United States Vida Group International Full time

    Our Client is seeking a Safety, Health Environmental Manager to support their new Wisconsin facility in furthering Environmental, Health and Safety goals culture. The incumbent with work with site leadership to identify and provide solutions to EHS issues and provide best practice guidance. The Environment, Health and Safety (EHS) Manager will be highly...

  • Safety Manager

    4 weeks ago

    Milwaukee, United States Vida Group International Full time

    Our Client is seeking a Safety, Health Environmental Manager to support their new Wisconsin facility in furthering Environmental, Health and Safety goals culture. The incumbent with work with site leadership to identify and provide solutions to EHS issues and provide best practice guidance. The Environment, Health and Safety (EHS) Manager will be highly...

  • Property Accountant

    2 weeks ago

    Milwaukee, United States Inland Family of Companies Full time

    Job DescriptionJob DescriptionDo you love working through all of the details to get an account to balance? Do you want to be part of a team that works directly with the client to meet their accounting and property management needs?Inland Companies and Colliers | Wisconsin is looking for a collaborative, detail-oriented, problem-solver to join our Real Estate...

  • Property Accountant

    3 weeks ago

    Milwaukee, United States Inland Family of Companies Full time

    Job DescriptionJob DescriptionDo you love working through all of the details to get an account to balance? Do you want to be part of a team that works directly with the client to meet their accounting and property management needs?Inland Companies and Colliers | Wisconsin is looking for a collaborative, detail-oriented, problem-solver to join our Real Estate...

  • Property Accountant

    3 weeks ago

    Milwaukee, United States Inland Family of Companies Full time

    Do you love working through all of the details to get an account to balance? Do you want to be part of a team that works directly with the client to meet their accounting and property management needs? Inland Companies and Colliers Wisconsin is looking for a collaborative, detail-oriented, problem-solver to join our Real Estate Management Accounting team as...

  • Transportation Project Manager

    4 weeks ago

    Milwaukee, United States AECOM Full time

    **Company Description** Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...

  • Interest in Future Opportunities

    2 weeks ago

    Milwaukee, United States Inland Family of Companies Full time

    Inland Family of Companies offers unparalleled expertise in brokerage, property management, investment services, and facility maintenance. With offices strategically located in Milwaukee, Madison, and Fox Valley our team of professionals oversees a staggering 20+ million square feet of projects across various sectors.What sets us apart is our unwavering...

  • Residential Maintenance Technician

    7 days ago

    Milwaukee, United States Real Property Management Greater Milwaukee Full time

    Job DescriptionJob DescriptionWe are currently seeking a highly motivated and driven Maintenance Technician for Real Property Management Greater Milwaukee. Do you enjoy being out on your own, visiting multiple properties on a daily basis? The Maintenance Technician is responsible for providing basic maintenance for the properties we manage throughout...

  • Executive Assistant to The CEO

    1 day ago

    Milwaukee, United States Milwaukee College Prep Full time

    Executive Assistant to the CEO **Organization Overview**: Milwaukee College Prep (MCP) is a thriving network of four K4 through 8th-grade charter schools in Milwaukee. We are dedicated to transforming education and empowering a community where every student excels academically, embraces empathy, and evolves into a lifelong learner. Our core values of...

  • Interest in Future Opportunities

    3 weeks ago

    Milwaukee, United States Inland Family of Companies Full time

    Job DescriptionJob DescriptionInland Family of Companies offers unparalleled expertise in brokerage, property management, investment services, and facility maintenance. With offices strategically located in Milwaukee, Madison, and Fox Valley our team of professionals oversees a staggering 20+ million square feet of projects across various sectors.What sets...

  • Senior Lab Planner

    1 week ago

    Milwaukee, United States Northern Impact Full time

    Overview National multidisciplinary design firm is seeking a talented Senior Lab Planner to join their Milwaukee office. The firm has 11 offices all around the world focusing on healthcare, arts and culture, community, corporate, education, and government projects. Recently, the firm won the prestigious American Architecture Award for Museums and Cultural...

  • Senior Lab Planner

    3 days ago

    Milwaukee, United States Northern Impact Full time

    Overview National multidisciplinary design firm is seeking a talented Senior Lab Planner to join their Milwaukee office. The firm has 11 offices all around the world focusing on healthcare, arts and culture, community, corporate, education, and government projects. Recently, the firm won the prestigious American Architecture Award for Museums and Cultural...

  • Security Automation Engineer III

    1 week ago

    Milwaukee, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they\'re just a few of the reasons why people...

  • Security Automation Engineer III

    2 days ago

    Milwaukee, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they\'re just a few of the reasons why people...