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Trust Officer

Our client provides:


  • A work environment that is team-oriented and a true community institution atmosphere
  • Trust resources to ensure all client needs are met and the Trust Officer has access to every resource
  • Complete dedication to the market and their employees


Job Requirements:

Responsibilities include:


  • Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities.
  • Respond promptly to client distribution requests and make distributions of cash and assets as required.
  • Process cash movements, including trust distributions and trust deposits.
  • Administer current trust accounts
  • Work with centers of influence to cultivate new business
  • Provide ongoing counsel to customers, always going the extra mile to make sure their experience is the best it possibly can be
  • Represent the trust company in community events

Qualifications:

  • 3-5 years of trust experience.
  • Bachelor’s Degree
  • Strong background in trust and advisory services
  • Proven relationship management skills, trust, and estate or financial background.

Location. Milwaukee, WI


Compensation: 70-80k

Posted
09/15/2021
Type
Full time
Location
Milwaukee, WI 53201, US