Wealth Trust Administrator — Complex Accounts & Compliance
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-22
Listing for:
Capital First Trust Company
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Compliance, Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
Capital First Trust Company is seeking a trusted professional to manage day-to-day administration of wealth management trust accounts in a rigorous, compliance-driven environment. You will handle client distribution requests, asset transfers, and ensure duties to beneficiaries are fulfilled with professionalism.
Responsibilities include trust tax returns oversight, annual reviews, and updating the CRM with client interactions.
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