Senior Trust Administrator & Client Strategist
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Finance & Banking
Job Description & How to Apply Below
Capital First Trust Company in Milwaukee seeks a Trust Administrator to manage a diversified portfolio of trust accounts, ensuring adherence to laws and internal policies. You will serve as the primary liaison with clients on strategic financial planning and distributions.
The role requires strong analytical skills, attention to detail, and a solid background in trust or estate finance, with some travel for business development. Proficiency in trust accounting software and MS Office is essential.
This is an excellent opportunity to take on the Senior Trust Administrator & Client Strategist role at Capital First Trust Company.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Milwaukee, WI, United States.
Position Requirements
10+ Years work experience(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).
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