Wisconsin Licensed Trust Officer

A company is looking for a Senior Trust Officer.

Key Responsibilities

Administer and manage fiduciary and investment management accounts

Ensure compliance with governing documents, state statutes, and corporate policies

Accountable for the servicing and retention of existing accounts

Required Qualifications

Bachelor's degree or equivalent work experience

10 or more years of experience in Trust administration

Professional designation such as CTFA, CFP, JD, CPA, or completion of National Trust School Program

Considerable knowledge of estate settlement and fiduciary law

Strong project and information management skills