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Financial Services

Wealth Trust Administrator: Client-Focused & Detail-Driven

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Capital First Trust Company
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Milwaukee seeks a Trust Officer to manage Wealth Management trust accounts effectively. Responsibilities include ensuring compliance with laws and regulations, responding to client distribution requests, and monitoring trust tax returns. Ideal candidates will have over 2 years of financial services or legal experience, strong analytical skills, and proficiency in Microsoft Office. This role promises a dynamic work environment and significant responsibilities.
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