Trust Officer - Wealth

Capital First Trust Company • Milwaukee, WI

6d

About The Position

Trust Officer - Wealth 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.

Requirements

• 2+ years of financial services or legal experience.
• Undergraduate degree or equivalent experience.
• 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.
• 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.
• Very responsive to external partner communication.
• Timely completion of distribution requests.
• Update client interactions in CRM database.
• 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.

Nice To Haves

• JD, CTFA, or CFP certification a plus.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time