Sr. Trust Officer

Madison, WI
9/18/2018
Job Description

The Trust Officer is responsible for all facets of administration for assigned high value client relationships and to assist in the management of the Trust Department. This position will concentrate on complex high-value personal trust relationships although institutional accounts will also be assigned. The individual is expected to participate in new business development for both trust and wealth management.

Additional responsibilities may include: Account administration, Trust Company account operations, estate planning, managing client investments.

Job Requirements

EDUCATION, KNOWLEDGE AND ABILITY/SKILLS REQUIRED

  • Law Degree preferred
  • 7 years experience as a Trust Officer
  • Familiarity with CRM, Microsoft Outlook, Word, Excel
  • Comfort level with computers and accessing information through multiple online sources.
  • Ability to travel up to 30%.