Wisconsin Licensed Trust Officer

Job Summary

A company is looking for a Senior Trust Officer.

Key Responsibilities

• Administer and manage fiduciary and investment management accounts
• Ensure compliance with governing documents, state statutes, and corporate policies
• Accountable for the servicing and retention of existing accounts

Required Qualifications

• Bachelor's degree or equivalent work experience
• 10 or more years of experience in Trust administration
• Professional designation such as CTFA, CFP, JD, CPA, or completion of National Trust School Program
• Considerable knowledge of estate settlement and fiduciary law
• Strong project and information management skills