WM Trust Officer
$98,175–$115,500 year
On-site · Madison, Wisconsin, United States or Milwaukee, Wisconsin, United States
Job Summary
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts, potentially including Relationship Management responsibilities and product specialty knowledge (e.g., IRAs, Charitable/Philanthropic Accounts, ILITs, Estates). Works as part of a team to administer accounts per governing documents and regulatory standards, ensuring compliance and ongoing account retention. Requires advanced estate, fiduciary and tax knowledge, strong problem-solving, project management, and superior interpersonal and client-service skills.
Required Qualifications
- Bachelor's degree or equivalent work experience
- Eight or more years of experience in Trust administration
- Professional Designation such as CTFA, CFP, JD, CPA or graduate of National Trust School Program
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