Trust Accountant

Description We are looking for a detail-oriented Trust Accountant to join a Financial Services organization in Milwaukee, Wisconsin in a contract-to-permanent capacity. This role supports fiduciary and wealth-related accounts by combining accurate trust accounting with attentive client service and strong regulatory awareness. The ideal candidate brings hands-on experience with trust account administration, reconciliations, and general ledger activity, along with the ability to work effectively across internal teams and client-facing stakeholders.

Responsibilities:

- Oversee day-to-day accounting and administration for a portfolio of trust, estate, agency, and investment-related accounts while adhering to governing documents and fiduciary standards.

- Prepare and review journal entries, general ledger activity, and account records to maintain accurate financial reporting across assigned relationships.

- Complete bank and cash reconciliations, investigate discrepancies, and resolve outstanding items in a timely manner.

- Coordinate distributions, account maintenance, and periodic reviews to ensure each account is administered according to applicable agreements and regulations.

- Examine trust documents, wills, powers of attorney, and related estate materials to support proper account handling and fiduciary decision-making.

- Collaborate with investment and wealth management partners to help align account activity with client objectives and overall service expectations.

- Maintain thorough documentation of transactions, communications, and account actions to support audit readiness and compliance requirements.

- Monitor account activity for unusual items, service needs, or opportunities to deepen client relationships through additional financial solutions. Requirements

- Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline preferred.

- At least 2 years of experience in trust administration, trust accounting, wealth management, private banking, fiduciary services, or estate administration.

- Working knowledge of trust and estate concepts, fiduciary obligations, and account administration practices.

- Experience preparing journal entries and managing general ledger, trust account, bank reconciliation, and cash reconciliation activities.

- Strong communication and relationship-building skills with the ability to interact professionally with clients and internal partners.

- High level of organization and attention to detail, with the ability to manage multiple priorities and meet deadlines.

- Proficiency with Microsoft Office; familiarity with trust accounting or wealth management systems is an advantage.

- CTFA certification, or interest in pursuing a trust and fiduciary credential, is preferred.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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