Director of Personal Trust Services

We are looking for an experienced Director of Personal Trust Services to lead trust administration operations for a Financial Services organization in Milwaukee, Wisconsin. This Long-term Contract position is ideal for a detail-oriented individual with deep knowledge of personal trust administration, strong relationship-building skills, and a proven ability to guide a team that manages revocable and irrevocable trusts, guardian ships, and select specialty assets.

The role blends client service leadership, fiduciary oversight, and process improvement to support consistent, compliant administration across a diverse trust portfolio.

Responsibilities:
• Lead and support Trust Officers and Assistant Trust Officers, setting clear service expectations and promoting high-quality client care across assigned relationships.
• Oversee trust account administration to ensure each fiduciary engagement is handled in accordance with governing documents, internal standards, and applicable legal and regulatory requirements.
• Maintain direct responsibility for a smaller group of trust relationships while providing guidance on more complex administrative matters.
• Chair or support trust committee discussions involving account acceptance, discretionary matters, asset decisions, and ongoing administrative oversight.
• Coordinate the handoff of newly accepted trust relationships to the appropriate trust administration team members to encourage a smooth onboarding experience.
• Supervise the collection of tax documentation, partner with appropriate parties on trust tax return preparation, and ensure required client and accountant communications are issued on schedule.
• Monitor completion of annual account reviews and court-related accountings to confirm deadlines and documentation requirements are met.
• Assist with audit requests, issue resolution, and watch list oversight by gathering information and helping drive timely follow-up.
• Contribute to policy and procedure development and participate in additional projects that strengthen trust administration practices as the team grows.