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Trust Officer
Location:
Milwaukee, WI
Description:
Trust Officer The Trust Officer is responsible for the day-to-day management and administration for a variety of trust accounts, which may include Settlement, Special Needs, SAM Trusts, Directed Trusts and court supervised trusts, ensuring compliance with applicable laws, regulations, policies and procedures. Role Responsibilities Trust Administration Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities. Act as lead communicator with clients regarding strategic financial planning. Respond promptly to client distribution requests and make distributions of cash and assets as required, while strictly following department procedures regarding verbal confirmation for electronic distribution requests. Understand the needs of and duties to the principals, income beneficiaries and remaindermen. Professional advisor to trust beneficiaries, third party administrators and other service professionals Comply with Trust Administration checklists related to opening / closing accounts; and account reviews. Monitor the completion of trust tax returns. Complete annual account reviews as required by the South Dakota Division of Banking. Prepare appropriate presentations for Trust Committee review Handle 150-225 accounts with an average account size of $100,000- $1M with varying levels of complexity. Competencies Communication Skills Excellent verbal, written and interpersonal communication skills. Ability to communicate and interact effectively with beneficiaries, courts and other third party professionals. Be aware of and follow company policies for electronic communications and internet use Computer/Technical Skills Strong analytical skills with high attention to detail and accuracy. Proficiency in Microsoft Office Suite of applications Skilled with trust accounting software. Able to understand and follow company policies regarding information security including password, MFA, and remote access use. Organization Demonstrate professionalism and leadership skills through consistent positive attitude and superior quality of work. Coordinate all aspects of fiduciary taxation with third parties. Regularly update client interactions in CRM database. Judgment Strong sense of confidentiality. Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction. Swiftly refer problems/issues to the appropriate person(s) when necessary. Demonstrate visible commitment to the Company's core values and guiding principles and achieving results. Able to identify common attempts at information security scams, like email phishing. Role Qualifications Undergraduate degree. Trust and estate or financial background preferred. Some travel required for business development opportunities (less than 10%)
Company:
Capital First Trust Company
Posted:
April 27 on ApplicantPRO
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More About this Listing: Trust Officer
Trust Officer is a Accounting & Finance Trust Officer Job at Capital First Trust Company located in Milwaukee WI. Find other listings like Trust Officer by searching Oodle for Accounting & Finance Trust Officer Jobs.
Trust Officer is a Accounting & Finance Trust Officer Job at Capital First Trust Company located in Milwaukee WI. Find other listings like Trust Officer by searching Oodle for Accounting & Finance Trust Officer Jobs.