Wealth Trust Officer — Client-Focused Administration

A financial services firm in Milwaukee seeks a Trust Officer - Wealth to manage and administer various Wealth Management trust accounts. The role involves ensuring compliance with regulations, responding to client requests, and preparing proposals for the Trust Committee. The ideal candidate will have over two years of experience in financial services or legal fields and possess strong analytical and interpersonal skills.

This position demands professionalism and the ability to communicate effectively with clients and professionals alike.
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