Wisconsin Licensed Personal Trust Officer

Job Summary

A company is looking for a Personal Trust Officer responsible for managing personal trust accounts and ensuring compliance with fiduciary standards.

Key Responsibilities

• Administer a portfolio of personal trust, estate, and agency accounts, ensuring compliance with governing documents and regulations
• Review trust and estate documents and coordinate discretionary distributions according to established guidelines
• Build and maintain client relationships while collaborating with internal teams to support account administration and client service needs

Required Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field
• Minimum of 3 years of experience in trust administration or related field with client interaction
• Foundational knowledge of trust and estate administration and fiduciary principles
• Ability to interpret trust documents and manage multiple priorities
• High level of professionalism and integrity in handling confidential information