Harrison Gray Search has partnered with a trust Company founded on a commitment to provide its clients with exceptional customer service to find their next Trust Officer in Milwaukee.

Position Overview

The Trust Officer oversees the management and administration of diverse settlement trust accounts, ensuring compliance with applicable laws, regulations, and policies.

What You'll Be Doing:

• Fiduciary & Technical Oversight: Demonstrate an expert-level interpretation of trust instruments, fiduciary accounting principles, and complex tax reporting requirements.
• Strategic Client Liaison: Serve as the lead point of contact for clients, providing sophisticated guidance on strategic financial planning and long-term wealth objectives.
• Secure Distribution Management: Facilitate the prompt execution of cash and asset distributions. Adhere strictly to internal security protocols, including mandatory verbal authentication for all electronic transfer requests.
• Multi-Generational Fiduciary Duty: Maintain a deep understanding of the unique needs and legal obligations owed to principals, income beneficiaries, and remaindermen.
• Professional Advisory: Act as a specialized consultant to trust beneficiaries, while collaborating seamlessly with third-party administrators, legal counsel, and external financial professionals.
• Administrative Compliance: Execute rigorous account lifecycle management, utilizing standardized checklists for account onboarding, closing procedures, and comprehensive periodic reviews.
• Tax Filing Oversight: Monitor and ensure the timely completion and accuracy of all trust-related tax filings.
• Statutory Audits: Conduct comprehensive annual account reviews to ensure full compliance with the regulatory standards set by governing banking authorities.
• Committee Reporting: Synthesize account data into professional presentations for Trust Committee evaluation and high-level oversight.
• Portfolio Administration: Independently manage a diverse and complex book of personal trust accounts, including the administration of pooled or collective fiduciary vehicles.

Core Competencies

• Communication: Strong verbal, written, and interpersonal skills; professional engagement with external partners.
• Technical Skills: Proficient in Microsoft Office; high accuracy and attention to detail; adheres to security policies.
• Organization: Responds promptly to inquiries; completes tasks and updates CRM records in a timely manner.
• Judgment: Prioritizes effectively; escalates issues appropriately.

What You Bring:

• 2+ years in trust and estate or financial roles, or industry-adjacent roles
• Fluency in Spanish is a plus (but not required)
• Willingness to travel for business development opportunities
• Bachelor’s degree required

Compensation & Benefits

• $70k-$80k base salary with annual bonus opportunity
• 401k with match
• Robust health benefits
• Generous PTO