Trust Officer
Brookfield, WI
2/20/2025
We are seeking an experienced Trust Officer to join our partner’s growing team in Brookfield, WI. In this senior-level role, you will administer a wide range of complex personal trust accounts and foster strong relationships with clients and their professional advisors in an independent, privately-held trust company.
DUTIES & RESPONSIBILITIES
- Represent the organization with professionalism and confidentiality, and build strong partnerships with professional advisors.
- Serve as the primary contact for assigned trust relationships, engaging directly with clients and their advisors.
- Apply knowledge of estate planning strategies and trust administration, including trust accounting, fiduciary income tax, and prudent investor rules.
- Administer trusts in accordance with governing instruments, state laws, and regulatory requirements.
- Analyze trust documents, review investment advisor agreements, and ensure compliance with internal policies and procedures.
- Maintain trust records, facilitate distributions to beneficiaries, and coordinate with investment advisors and tax preparers.
- Collaborate with internal partners, including trust operations, for efficient service delivery.
- Assess new business opportunities by gathering and reviewing trust asset information and evaluating administration requirements and risks.
- Participate in company-wide projects and committees as assigned.
- Identify and encourage opportunities to develop new trust relationships with clients and professional advisors.
QUALIFICATIONS
- Bachelor’s degree in a relevant field or equivalent work experience is required.
- 5 years + experience in personal trust account administration.
- Ability to work effectively both independently and as part of a professional team.
- Legal education or Juris Doctorate is preferred.
- Proficiency with Microsoft Office Suite, CRMs, trust accounting systems, and electronic filing systems.
- Strong attention to administrative details, documentation, and procedures.
- Excellent communication and presentation skills, capable of explaining complex concepts and maintaining consistent follow-up with clients and partners.
- Self-starter with high motivation and minimal need for supervision.
- Strong sense of responsibility, assertiveness, and ownership.