Milwaukee, WI

Personal Trust Manager

Role Responsibilities

  • Carefully manages assigned Trust Officers and Trust Administrators to ensure that expert and professional service is provided to trust clients. Sets and maintains client service levels.
  • Ensures that each fiduciary appointment is administered according to the trust agreement and in compliance with all Company policies and procedures, applicable state and federal laws and regulations.
  • Assists in the new business development process by responding to inquiries from financial consultants, third party contacts, and private individuals regarding both current and future trust prospects. Aids New Business Officers and Case Management Officers including participating in prospecting exercises, prospect meetings and other activities as needed.
  • Administers a select group of trust accounts. (target 25-30% of a standard account load).
  • May serve as, or substitute for, the Chair of the Trust Committee. Provides a monthly report of terminating trusts to the Trust Committee. Trains officers in the appropriate manner to prepare Trust Committee Outlines.
  • Facilitates a seamless hand-off of new trust accounts from the Case Management Group to the assigned trust officer, ensures timely delivery of trust tax letters to clients and their accountants, ensures annual administrative account reviews are performed timely for all open trust accounts, oversees the timely preparation of required court accountings, provides over-sight of data and information collection relating to audits, monitors client complaints and the Watch List helping to resolve problems, directs officers in the professional, timely and gracious process of closing accounts and trust terminations.
  • Cheerfully participates in other tasks or special projects as assigned by the EVP.

Job Competencies


  • Injects energy into the organization and creates a sense of urgency.
  • Conveys confidence in associates' ability to be successful, especially with challenging new tasks, delegating responsibility and authority, holding employees accountable to their goals and the methods by which they are achieved.
  • Demonstrates efficiency of execution, flexibility, adaptability, creativity and follow-through on commitments.
  • Treats employees, clients and others with dutiful respect, demonstrates and calls for the highest levels of integrity and honesty.
  • Respects the Company’s leadership, adhering to the Employee Handbook and carefully utilizing resources provided by the Company.
  • Anticipates management problems; innovating solutions and proposing or effectively implementing solutions.
  • Works as a competent member of the Senior Management Team without continuous and direct management or guidance.


  • Utilizes excellent verbal, written and interpersonal communication skills with attention to detail and accuracy.
  • Speaks with confidence while also demonstrating strong listening skills.
  • Communicates professionally and effectively with clients, their attorneys, other advisors and third-party professionals.

Role Qualifications

  • Must have experience in the administration of Settlement, Directed Trusts and/or Wealth Management Accounts. Extensive knowledge of Settlement Trust negotiation and funding, trust planning techniques, familiarity with most estate planning techniques, personal tax and financial planning.
  • Will be qualified with a Bachelor’s degree, ten years of experience in trust administration, five years in management and the ability to travel on an as-needed basis.
  • Should be able to conceptualize solutions, promote alternatives, define objectives, assess probabilities, develop complex strategies, identify inconsistencies and manage through organizational and process changes.