Top 80 Trust officer Jobs in Milwaukee Wi

Trust Officer
Capital First Trust Company —Milwaukee, WI
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Analysis skills
- Disability insurance
- Dental insurance
Quick Apply
FoodShare Advocate
Hunger Task Force —Milwaukee, WI
- $41,300 - $59,500 a year
- Full-time
- Background check
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Security Officer
Ascension —Milwaukee, WI
- Part-time
- Hospital
- BLS Certification
- High school diploma or GED
- Disability insurance
- Health insurance
Supply ChainManager
Suzys Cream Cheesecakes Inc —Oak Creek, WI
- Full-time
- Bachelor of Science
- Writing skills
- Basic math
Trust Officer Senior
Kestra Financial —Milwaukee, WI
- Full-time
- Office
- Business development
- Mentoring
- Health insurance
- 401(k)
Quick Apply
Junior Officer Leadership Program
GE HEALTHCARE —Waukesha, WI
- Microsoft Excel
- Microsoft Outlook
- Engineering
- Relocation assistance
- Health insurance
Patrol Officer 2nd shift (4pm-12am)
Milwaukee School of Engineering (MSOE) —Milwaukee, WI
- $27.50 an hour
- Overtime
- Customer service
- Military
- High school diploma or GED
- Free parking
- Paid training
Quick Apply
6d
Area Director - Mardak
Boys & Girls Clubs of Greater Milwaukee —Milwaukee, WI
- $67,856 - $86,000 a year
- Weekends as needed
- Classroom
- Clean driving record
- 5 years
Quick Apply
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —Milwaukee, WI
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Trust Administrator II
Capital First Trust Company —Milwaukee, WI
- $26 - $29 an hour
- Full-time
- Spanish
- English
- Mid-level
- Disability insurance
- Dental insurance
Quick Apply
10d
Public Safety Associate - full and part-time
Children's Wisconsin —Milwaukee, WI
- Part-time
- Microsoft Word
- Microsoft Excel
- Military
Staff Psychiatric Mental Health Nurse Practitioner (PMHNP) — Remote | Telehealth | Full-Time or Part-Time | Wisconsin
Legion Health —Milwaukee, WI
- $150,000 - $300,000 a year
- Choose your own hours
- Remote
- Psychiatry
- Mid-level
- Outpatient experience
- Work from home
7d
Police Officer
City of Wauwatosa —Wauwatosa, WI
- $35.91 - $46.13 an hour
- Full-time
- Writing skills
- English
- Mid-level
9d
Chief Technology Officer
Health Payment Systems Inc —Milwaukee, WI
- $230,000 - $265,000 a year
- Hybrid work
- Azure
- HIPAA
- Office
- Health savings account
- Health insurance
Quick Apply
Escrow Officer - Mequon, WI
Anywhere Real Estate —Mequon, WI
- Full-time
- Management
- Mid-level
- High school diploma or GED
- Wellness program
- Paid parental leave
Global Fund Services Onboarding Professional
U.S. Bank National Association —Milwaukee, WI
- $98,175 - $115,500 a year
- Full-time
- Bachelor's degree
- Accounting
- US work authorization
- Paid holidays
- Disability insurance
2d
Public Safety Associate - 2nd shift, part-time, 20 hours a week
Children's Wisconsin —Milwaukee, WI
- Part-time
- Microsoft Word
- Microsoft Excel
- Military
Flex Security Officer
Securitas Security Services —Milwaukee, WI
- $21 - $22 an hour
- Weekends as needed
- 18 years or older
- Customer service
- Military
- Paid training
- AD&D insurance
Chief Technology Officer
Ellsworth Corporation —Germantown, WI
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Travel
- Wellness program
- Paid holidays
Quick Apply
12d
Director Of Assisted Living
Luther Manor —Wauwatosa, WI
- Residential
- Bachelor's degree
- Older adults
- Free parking
- Tuition reimbursement
Quick Apply

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trust officer jobs near milwaukee wi

Trust Officer

Capital First Trust Company -
Milwaukee, WI

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year

Benefits

Disability insurance
Dental insurance
401(k) 4% Match
401(k) matching
Opportunities for advancement
Life insurance

Qualifications

Customer communication

Full Job Description

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.

Role Responsibilities

Trust Administration

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.

Competencies

Communication Skills

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.

Computer/Technical Skills

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.

Organization

Very responsive to external partner communication.
Timely completion of distribution requests.
Update client interactions in CRM database.

Judgment

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.

Role Qualifications

2+ years of financial services or legal experience.
Undergraduate degree or equivalent experience.
JD, CTFA, or CFP certification a plus.

Quick Apply

Refine Your Search

trust officer jobs in milwaukee wi

Trust Officer

FoodShare Advocate

Security Officer

Supply ChainManager

Trust Officer Senior

Junior Officer Leadership Program

Patrol Officer 2nd shift (4pm-12am)

Area Director - Mardak

Sales Training Program – Reverse Mortgage Loan Officer

Trust Administrator II

Public Safety Associate - full and part-time

Staff Psychiatric Mental Health Nurse Practitioner (PMHNP) — Remote | Telehealth | Full-Time or Part-Time | Wisconsin

Police Officer

Chief Technology Officer

Escrow Officer - Mequon, WI

Global Fund Services Onboarding Professional

Public Safety Associate - 2nd shift, part-time, 20 hours a week

Flex Security Officer

Chief Technology Officer

Director Of Assisted Living

I want to receive the latest job alert for trust officer in milwaukee wi

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