Top 22 Trust officer Jobs in Appleton Wi

Trust Officer - AVP of Personal Trust Administration - Appleton, WI
Fiduciary Partners Trust Company —Appleton, WI
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Dean of Students
Lawrence University —Appleton, WI
- Full-time
- 7 years
- Residential
- Master's degree
Sales Associate
Midwest Shooting Center Appleton —Appleton, WI
- $13 - $16 an hour
- Temporary
- Background check
- 21 years or older
- In-person
- Employee discount
- Flexible schedule
Quick Apply
5d
SVP Operations
Capital Credit Union - WI —Green Bay, WI
- Clean driving record
- 5 years
- Microsoft Office
Quick Apply
2d
Commercial Loan Processor
Abby Bank —Appleton, WI
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- 401(k)
4d
Security Officer
Ascension —Appleton, WI
- Part-time
- BLS Certification
- High school diploma or GED
- 1 year
- Disability insurance
- Health insurance
Universal Employee
Capital Credit Union —Kaukauna, WI
- Word processing
- Computer literacy
- Basic math
Quick Apply
1d
VP, Treasury Management Officer
BLC Community Bank —Little Chute, WI
- Full-time
- Marketing
- 5 years
- Office
Director of Trust and Estate Settlement
Legacy Private Trust Company —Neenah, WI
- Full-time
- CPA
- 5 years
- Office
Quick Apply
Middle Office Support Specialist
Legacy Private Trust Company —Neenah, WI
- Full-time
- Mid-level
- Office
- Finance
- Life insurance
Quick Apply
Vice President, FP&A Advice & Wealth Management (AWM) & Insurance
Thrivent Financial for Lutherans —Appleton, WI
- $259,869 - $389,805 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Office
- Paid parental leave
- Health savings account
Quick Apply
Administrator
McCormick Assisted Living —Green Bay, WI
- $85,000 - $95,000 a year
- Full-time
- Residential
- Bachelor's degree
- Home Health
Quick Apply
14d
Part Time Security Officer
Securitas Security Services —Appleton, WI
- $16 an hour
- Part-time
- 18 years or older
- Military
- Computer literacy
- Paid training
- AD&D insurance
Full Time Security Officer
Securitas Security Services —Little Chute, WI
- $16.31 an hour
- Full-time
- 18 years or older
- Military
- Computer literacy
- Paid training
- AD&D insurance
Sr Category Manager (Cap Ex Equipment)
Amcor —Neenah, WI
- $129,200 - $193,800 a year
- Full-time
- 3 years
- Bachelor's degree
- Senior level
- Paid parental leave
- Health savings account
Quick Apply
School Year Youth Development Professional
Boys & Girls Club Oskosh —Oshkosh, WI
- $14 - $15 an hour
- Part-time
- CPR Certification
- High school diploma or GED
- First Aid Certification
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Client Engagement Manager – Family Office Services
Family Office Growth Partners —United States
- From $100,000 a year
- Full-time
- Remote
- Background check
- 11+ years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
2d
Task Order Project Manager
Amyx, Inc. —United States
- Full-time
- 5 years
- Bachelor of Science
- Office
- Wellness program
- Health savings account

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Trust Officer - AVP of Personal Trust Administration - Appleton, WI

Fiduciary Partners Trust Company -
Appleton, WI

Quick Apply

Job Details

Full-time

Benefits

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

Qualifications

Customer communication
Teamwork
Customer retention
Doctor of Law (JD)
Bachelor's degree
Organizational skills

Full Job Description

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 AVP of Personal Trust Administration will represent Fiduciary Partners as a primary relationship manager. This position will administer a wide range of more complex personal trust accounts, having significant contact with clients and their advisors. This position is ideal for a trust officer with extensive personal trust (or equivalent) account administration experience.

The AVP of Personal Trust Administration’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 including:

Administering accounts 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
Contributing to compliance oversight and client retention, along with developing new trust relationships with clients and professional advisors
Providing mentorship to junior staff in the areas of trust administration, business professionalism, and professional office etiquette

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

Bachelor’s degree (in relevant field) or equivalent work experience is required; advanced degree or professional certification (CTFA, JD, MBA, CPA, CFP) preferred
8+ years in a Trust Administration Officer or related role
Ability to effectively work independently and as part of a team of professionals to provide outstanding personal trust service
Excellent communication, professionalism, and interpersonal skills.
High attention to administrative details, documentation, and procedures.
Ability to multi-task, with strong organizational and presentation skills.
Self-starter, highly motivated, needs minimal supervision
Assertiveness, strong sense of responsibility and ownership
Experience in high compliance environments, with confidential information.
Working knowledge of financial services and investment concepts
Skilled with all Microsoft Office programs including, but not limited to Word and Excel

Physical Requirements

Ability to remain in a stationary (sitting) position for extended periods of time
Ability to occasionally traverse the office and stand for moderate periods of time
Ability to occasionally move and position materials weighing up to 25 pounds

Mental Demands

The ability to make sound decisions, solve complex problems, and use logical thinking.
The ability to remember processes, maintain focus, and accurately complete tasks with distractions or interruptions.
The ability to effectively exchange accurate information both verbally and in writing with a variety of individuals.
The ability to perform multiple duties simultaneously and meet deadlines, even under pressure.
The ability to maintain a high level of organization, complete tasks with a high degree of accuracy, and exercise independent judgment with minimal management oversight.
The ability to remain poised under all circumstances and work effectively in high-stress situations.

Work Environment

Conventional office environment with a professional atmosphere where clear goals and high standards of performance are the norm. Team members work from private or semi-private offices or workstations, with access to modern amenities and equipment. Our leadership is transparent, and we are committed to providing a stable, ethical, and consistent workplace for all employees

Primary Location ~United States - Appleton, Wisconsin

Schedule ~ Full-time with Benefits (8:30AM – 5:00PM)

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

Education:

Bachelor's (Required)

Experience:

trust administration, banking or financial services: 8 years (Preferred)
Estate Planning: 5 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

trust officer jobs in appleton wi

Trust Officer - AVP of Personal Trust Administration - Appleton, WI

Dean of Students

Sales Associate

SVP Operations

Commercial Loan Processor

Security Officer

Universal Employee

VP, Treasury Management Officer

Director of Trust and Estate Settlement

Middle Office Support Specialist

Vice President, FP&A Advice & Wealth Management (AWM) & Insurance

Administrator

Part Time Security Officer

Full Time Security Officer

Sr Category Manager (Cap Ex Equipment)

School Year Youth Development Professional

Relationship Manager – Private Wealth & Tax Solutions

Client Engagement Manager – Family Office Services

Task Order Project Manager

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