More jobs:
Wealth Trust Specialist
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-13
Listing for:
Capital First Trust Company
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Capital First Trust Company seeks a Trust Officer - Wealth to manage day-to-day administration of wealth management trust accounts, ensuring compliance with laws, regulations, policies, and procedures.
Responsibilities include responding to client distribution requests, supervising distributions, monitoring trust tax returns, preparing presentations for Trust Committee, and maintaining CRM records; 2+ years of financial services or legal experience preferred.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×