Madison, WI

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.

The Firm provides individual clients with comprehensive financial planning, investment advisory, portfolio management, and trust services. The Firm also provides services to business clients to include all aspects of qualified and non-qualified retirement plans. All services are provided on a fee-only basis.

Job Requirements
  • Law Degree
  • 5 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%.