Wealth Fiduciary Specialist

2 weeks ago

Racine Wisconsin, United States Johnson Financial Group Full time
Job Summary

We are seeking a highly skilled Wealth Fiduciary to join our team at Johnson Financial Group. As a key member of our fiduciary services team, you will be responsible for providing exceptional estate administration services to our clients.

Key Responsibilities
  • Develop and execute a business plan to achieve new business development and client referral objectives.
  • Deliver a distinctive client experience through estate and post-death administration services.
  • Manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
  • Gather necessary documents, including wills, trusts, tax returns, and life insurance policies.
  • Prepare a complete inventory of decedent's assets and liabilities, including safe deposit box inventory.
  • Responsible for proper distribution of decedent's tangible personal property, including arrangements for appraisals, specific bequests, sale, and disposal.
  • Oversee proper maintenance of real estate in preparation for sale and coordinate all aspects of the sales with appropriate parties.
  • Determine the estate's rights and responsibilities related to ownership in a private company, closely held interests, etc.
  • Coordinate the handling of all tax-related matters, including the filing of final income, fiduciary, and other applicable taxes.
  • Prepare the final account and oversee the distribution of all remaining assets among beneficiaries or heirs-at-law.
Requirements
  • Bachelor's Degree required with a minimum of 5-10 years of related compliance and/or enterprise risk management work experience within financial services.
  • Understanding of functional and technical key business drivers.
  • Fundamental understanding of the various business lines and operational functions within a financial services institution.
  • Excellent oral and written communication skills, proven organizational, analytical, and follow-up skills.
  • Proficient with MS Office Suite of products, trust accounting systems, and bank operating systems.
  • Exemplary consultative skills, excellent interpersonal skills, a high degree of business professionalism, initiative, and ability to manage multiple tasks and prioritize without sacrificing quality.
  • Superior analytical and strategic capabilities.

  • Wealth Fiduciary Advisor

    5 days ago

    Racine, United States Johnson Bank Full time

    Overview: The Wealth Fiduciary Advisor is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Key Responsibilities Ongoing development and execution of an individual...

  • Wealth Fiduciary Professional Internship

    3 weeks ago

    Racine, Wisconsin, United States Johnson Financial Group Full time

    Job SummaryJohnson Financial Group is seeking a highly motivated and detail-oriented individual to join our Fiduciary Services team as a Wealth Fiduciary Professional Intern. This 10-week internship will provide the opportunity to gain hands-on experience in trust administration, estate settlement, tax and regulatory impact, and legal administrative...

  • Wealth Management Advisor

    4 days ago

    Racine, Wisconsin, United States Johnson Bank Full time

    Job Title: Wealth Fiduciary AdvisorAt Johnson Bank, we are seeking a highly skilled and experienced Wealth Fiduciary Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing and executing a business plan to achieve new business development, client referral, and retention objectives.Key...

  • Wealth Operations Specialist

    2 weeks ago

    Madison, Wisconsin, United States Johnson Financial Group Full time

    {"Job Title": "Wealth Sr. Trust Operations Officer", "Job Summary": "At Johnson Financial Group, we are seeking a highly skilled Wealth Sr. Trust Operations Officer to join our team. This role will be responsible for providing operational support to complex ultra-high net worth multi-family relationships, including trust operations, daily reporting, account...

  • Trust Fiduciary Intern

    5 days ago

    Racine, United States JOHNSON FINANCIAL GRP Full time

    JOB REQUIREMENTS: Job Description Overview Johnson Financial Group (\"JFG\") is looking for a Wealth Fiduciary Intern for Summer 2025 in Racine, WI! Through this internship you will work with our Fiduciary Services team and given an opportunity to assist with: Trust Administration Issues Estate Settlement Tax and Regulatory Impact Legal administrative tasks...

  • Wealth Admin Supervisor

    4 months ago

    Racine, United States Johnson Financial Group Full time

    Overview Primary responsibility is to manage, direct workflow and provide comprehensive support to the Wealth Administrative team across one or multiple markets. The Wealth Administrative Supervisor will be responsible for delivering a high degree of business professionalism that will enhance the client experience and positively impact new business...

  • Wealth Administration Supervisor

    2 weeks ago

    Racine, Wisconsin, United States Johnson Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Administration Supervisor to join our team at Johnson Financial Group. As a key member of our Wealth Administrative team, you will be responsible for managing and directing workflow, providing comprehensive support to our team, and delivering exceptional client experiences.Key...

  • Wealth Operations Manager

    1 week ago

    Racine, Wisconsin, United States Johnson Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Administrative Supervisor to join our team at Johnson Financial Group. As a key member of our Wealth Administrative team, you will be responsible for managing and directing workflow, providing comprehensive support to our team, and delivering exceptional client experiences.Key...

  • Administrative Leadership Role

    4 weeks ago

    Racine, Wisconsin, United States Johnson Financial Group Full time

    Job SummaryThe Wealth Operations Supervisor is a key member of the Johnson Financial Group team, responsible for managing and directing the workflow of the Wealth Administrative team. This role requires a high degree of business professionalism to enhance the client experience and positively impact new business development, client referral, and retention...

  • Licensed Physical Rehabilitation Specialist

    1 month ago

    Racine, Wisconsin, United States TotalMed Staffing Full time

    Position OverviewAs a Licensed Physical Rehabilitation Specialist, you will be responsible for evaluating and treating patients to enhance their physical capabilities. Your role will involve creating customized treatment strategies aimed at achieving defined rehabilitation objectives. Working alongside a dedicated team of Physical Rehabilitation Specialists...

  • Radiologic Technologist

    1 week ago

    Racine, Wisconsin, United States TotalMed Full time

    Unlock Your Career Potential with TotalMedWe are seeking a skilled Radiologic Technologist to join our team for a travel assignment in Wisconsin. As a leading healthcare staffing agency, TotalMed offers a unique opportunity to advance your career while enjoying a fulfilling work-life balance.About the Role:Work as a Diagnostic Imaging Specialist in a dynamic...

  • Radiologic Technologist

    3 weeks ago

    Wisconsin Rapids, Wisconsin, United States TotalMed Full time

    TotalMed is seeking a skilled Radiologic Technologist to join our team for a travel assignment in Wisconsin. As a Diagnostic Imaging Specialist, you will be responsible for operating medical imaging equipment to produce high-quality images for diagnostic purposes. Our aim is to provide the highest level of care and support to our patients and staff. We offer...

  • Client Service Representative

    2 days ago

    Racine, Wisconsin, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Specialist to join our team at Robert W. Baird & Co. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesClient Onboarding: Coordinate the onboarding process for new clients,...

  • SWS Field Engineer

    2 weeks ago

    Wisconsin Rapids, Wisconsin, United States Lockheed Martin Corporation Full time

    Job SummaryWe are seeking a highly skilled SWS Field Engineer to join our team at Lockheed Martin UK - Strategic Systems. As a key member of our Waterfront In-Service Support team, you will be responsible for ensuring the operational readiness of the Trident Weapon System.Key ResponsibilitiesConduct preventative and corrective maintenance on FC, SDS,...