Trust Officer
4 weeks ago
Trust Officer
This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.
Trust Officer Qualifications:
- Bachelor's degree or equivalent.
- JD and/or Masters degree preferred.
- 5+ years of relevant trust administration experience.
- Strong teammate who enjoys collaboration with internal partners.
- CTFA, CFP, CFA, CES, or equivalent preferred.
- Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels.
Trust Officer Responsibilities:
- Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
- Accountable for servicing and retention of existing accounts.
- Supervise and monitor new account establishment and funding.
- Work internal trust team, attorneys, and accountants to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, and coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
This opportunity includes an excellent compensation and benefits package. GPAC prides itself on retaining employees and has one of the best tenure backgrounds in the industry - a competitive salary and bonus incentive program.
GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused, and realize that our value is in our ability to deliver the right solutions at the right time.
-
Director of Human Resources Operations
3 weeks ago
Appleton, Wisconsin, United States ThedaCare Full timeDirector of Human Resources OperationsAt ThedaCare, we're committed to delivering exceptional care and creating a healthier future for our patients, families, and communities. As a key member of our leadership team, the Director of Human Resources Operations will play a pivotal role in driving our human resources business partner (HRBP) program and leading...
-
Wealth Portfolio Manager
4 weeks ago
Appleton, Wisconsin, United States Nicolet National Bank Full timeJob OverviewNicolet National Bank is seeking a skilled Wealth Portfolio Manager to join our team. As a key member of our wealth management group, you will be responsible for managing investment portfolios for institutional and high-net-worth individual clients.Key ResponsibilitiesDevelop and maintain investment strategies tailored to client needs and risk...
-
ESOP Assistant Administrator
4 weeks ago
Appleton, Wisconsin, United States ESOP Partners Full timeJob Title: ESOP Assistant AdministratorESOP Partners is seeking a highly motivated and detail-oriented ESOP Assistant Administrator to join our team. As a key member of our ESOP administration team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Assist in the administration of ESOP...
-
Technical Sales and Consulting Professional
3 weeks ago
Appleton, Wisconsin, United States Rockwell Automation Full timeJob Summary: We are seeking a highly motivated and results-driven Technical Sales and Consulting Professional to join our team at Rockwell Automation. As a Technical Sales and Consulting Professional, you will be responsible for building relationships with customers and industry partners to solve challenges in the industry. You will develop and implement...
-
Sales Representative
4 weeks ago
Appleton, Wisconsin, United States AmeriPro Roofing Full timeJob Opportunity: Outside Sales RepresentativeAmeriPro Roofing, a leading residential roofing contractor, is seeking an Outside Sales Representative to join their team in the Appleton, WI area.As an Outside Sales Representative, you will educate and inform homeowners on their entitlements through storm damage related to roofing, siding, and gutter projects....
-
Senior Bridge Engineer
3 weeks ago
Appleton, Wisconsin, United States Westwood Professional Services Full timeAbout the RoleWe are seeking a highly skilled Senior Bridge Engineer to lead our bridge engineering department in Wisconsin. As a key member of our team, you will be responsible for the structural design of bridges and ancillary transportation structures for WisDOT and municipal clients.Key ResponsibilitiesCreate, build, and grow a bridge engineering...
-
Senior Enterprise Account Director
3 weeks ago
Appleton, Wisconsin, United States Lumen Technologies Full timeAbout Lumen TechnologiesLumen Technologies is a leading provider of innovative technology solutions that connect people, data, and applications. We are committed to igniting business growth by delivering secure, efficient, and seamless connectivity.Our team is dedicated to building a culture of teamwork, trust, and transparency. We believe that people power...
-
Physician - office of community care
1 week ago
Appleton, United States AMN Healthcare Full timeMaternal Fetal Medicine Physician Job Description At AMN Healthcare, we are seeking a compassionate and dedicated physician to provide Maternal Fetal Medicine care to patients in Neenah, Appleton, and surrounding communities. Provide in-office ultrasound services and collaborate with experienced sonographers for efficient patient care. Utilize EPIC EMR for...
-
Dental Office Manager
3 days ago
Appleton, United States Aspen Dental Full timeAt Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive compensation, and flexible scheduling will help you thrive in your career. When you join our team as a Dental Office Manager , which at Aspen Dental we call an...
-
Chief Human Resources Officer
4 weeks ago
Appleton, United States Prospera Credit Union Full timeSummary: Reporting to the CEO, the Chief Human Resource Officer is responsible for providing strategic leadership and overall direction of the credit union's human resource programs, including Learning and Development, Benefit and Compensation Management, Team Member Experience, and Talent Planning and Management. This role also ensures compliance with...
-
Dental Office Manager
3 weeks ago
Appleton, WI, United States Aspen Dental Full timeAt Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive compensation, and flexible scheduling will help you thrive in your career. When you join our team as a Dental Office Manager , which at Aspen Dental we call an...
-
Director, Human Resources Operations
2 months ago
Appleton, United States ThedaCare Full timeWhy ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion to provide outstanding care. We are inspired to reinvent health care by becoming a proactive partner in health, enriching the lives of all and creating value in everything we do. Each of us are called to take action in delivering higher...
-
Appleton, United States AMN Healthcare Full timeMaternal Fetal Medicine Physician Job DescriptionAt AMN Healthcare, we are seeking a compassionate and dedicated physician to provide Maternal Fetal Medicine care to patients in Neenah, Appleton, and surrounding communities. Our Consultative-Only Practice is focused exclusively on consultations, ensuring a balanced lifestyle.Job Responsibilities: Provide...
-
appleton, United States AMN Healthcare Full timeMaternal Fetal Medicine Physician Job DescriptionAt AMN Healthcare, we are seeking a compassionate and dedicated physician to provide Maternal Fetal Medicine care to patients in Neenah, Appleton, and surrounding communities. Our Consultative-Only Practice is focused exclusively on consultations, ensuring a balanced lifestyle.Job Responsibilities: Provide...
-
Appleton, United States AMN Healthcare Full timeMaternal Fetal Medicine Physician Job DescriptionReady to apply Before you do, make sure to read all the details pertaining to this job in the description below.At AMN Healthcare, we are seeking a compassionate and dedicated physician to provide Maternal Fetal Medicine care to patients in Neenah, Appleton, and surrounding communities. Our Consultative-Only...
-
Appleton, United States AMN Healthcare Full timeMaternal Fetal Medicine Physician Job Description Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. At AMN Healthcare, we are seeking a compassionate and dedicated physician to provide Maternal Fetal Medicine care to patients in Neenah, Appleton, and surrounding communities. Our...
-
Appleton, WI
1 week ago
Appleton, United States AMN Healthcare Full timeStartDate: ASAP Pay Rate: $ $ Flexible 4-day workweek We are seeking a compassionate and dedicated physician to provide Maternal Fetal Medicine care to the patients in Neenah, Appleton, and surrounding communities. In-office ultrasound services and dedicated MFM sonographers, ensuring efficient and thorough patient care Collaborate with a team of highly...
-
Outside Sales Representative
1 week ago
Appleton, United States AmeriPro Roofing Full timeAmeriPro Roofing, one of the largest residential roofing contractors in the nation, is immediately hiring Outside Sales Representatives in the Appleton, WI area. Outside Sales Representatives educate and inform homeowners on what they're entitled to through storm damage as it relates to roofing, siding and gutter projects protecting their most valued...
-
Branch Manager
5 months ago
Appleton, United States Republic Finance Full timeOverview & ResponsibilitiesRepublic Finance is known for our outstanding customer service, and we are looking for individuals that are career driven and are interested in making an impact in the communities we serve. In business for more than 70 years, we are proud to be a trusted lender in over 250 communities across the United States and we continue to...
-
Administrative Assistant
2 weeks ago
Appleton, United States TOYS FOR TRUCKS Full timePrimary Position Details. Position Title: Administrative Assistant Status: Hourly - Non-Exempt Reports to: VP of Retail Operations Supervises: N/A About Toys for Trucks. Toys for Trucks is the ultimate destination for premier Car, Truck, Jeep, and 4-wheel off-road parts since 1989. We are a trusted name for aftermarket parts providing an extensive selection...
-
Customer Service Associate/Front Desk-Casual Call
6 months ago
Appleton, United States Outagamie County Full timeCORE VALUES Invested in Serving Devoted to positively impacting our communities Better Together Inspire unity by promoting collaboration, trust and respect Create Progress Encourage growth through innovation to advance and succeed Support Through Compassion Prioritize one another through communication, inclusion and transparency to bolster our...
-
Lead Application Developer
2 months ago
Appleton, United States Milliman Full timeJOB REQUIREMENTS: Description Company Overview: Leading with our core values of Quality, Integrity, and Opportunity, MedInsight is the healthcare industry\'s most trusted solutions for healthcare intelligence. Our company purpose is to empower easy, data-driven decision-making on important healthcare questions. Through our products, education, and services,...
-
Member Service Representative
2 weeks ago
Appleton, United States CoVantage Credit Union Full timeDescription Are you a compassionate and service-oriented individual with a passion for making a positive impact on the lives of others? This could be your opportunity to join our team as a Full-Time Member Service Representative at our Appleton branch. At CoVantage, we take pride in being more than just a financial institution - we are a community built on...
-
Golf Professional
2 months ago
Appleton, United States Golf Galaxy Full timeIf golf is your passion, you’ll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every golfer relies on to better their best. What separates us from any other retail golf experience is our teammates and innovative technology focused on finding the best fit for golfers of all ages and abilities.We are committed to creating an...
-
Golf Professional
4 weeks ago
Appleton, United States Golf Galaxy Full timeIf golf is your passion, you’ll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every golfer relies on to better their best. What separates us from any other retail golf experience is our teammates and innovative technology focused on finding the best fit for golfers of all ages and abilities.We are committed to creating an...
-
Golf Professional
1 month ago
Appleton, United States Golf Galaxy Full timeIf golf is your passion, you’ll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every golfer relies on to better their best. What separates us from any other retail golf experience is our teammates and innovative technology focused on finding the best fit for golfers of all ages and abilities.We are committed to creating an...
-
Member Service Representative
2 months ago
Appleton, United States CoVantage Credit Union Full timeAre you a compassionate and service-oriented individual with a passion for making a positive impact on the lives of others? This could be your opportunity to join our team as a Full-Time Member Service Representative at our Appleton branch. At CoVantage, we take pride in being more than just a financial institution - we are a community built on trust,...