Trust Officer: Fiduciary & Beneficiary Services
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Services
Capital First Trust Company in Milwaukee seeks a Trust Officer responsible for day-to-day administration of a diverse portfolio of trust accounts, ensuring compliance with laws and procedures, and delivering relationship-centered service to clients and beneficiaries.
The role involves coordinating with attorneys, CPAs, and advisors, handling complex personal trust portfolios, and mentoring staff while maintaining thorough records. Travel for business development is required and Spanish is a plus.
Step into the Trust Officer:
Fiduciary & Beneficiary Services role at Capital First Trust Company in Milwaukee, WI, United States and grow with us.
Join us at Capital First Trust Company as our next Trust Officer:
Fiduciary & Beneficiary Services in Milwaukee, WI, United States.
We are currently recruiting a Trust Officer:
Fiduciary & Beneficiary Services for our team in Milwaukee, WI, United States.
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