Trust Officer - Wealth

Milwaukee, WI

Posted: 12/09/2025 Employment Type: Direct Hire Industry: Finance

Job Description

Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures.

 

Role Responsibilities

 

Trust Administration

 

  • Responds promptly to client distribution requests and makes cash and asset distribution as required.
  • Understands the needs of and duties to the principals, income beneficiaries, and remaindermen.
  • Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other service professionals.
  • Monitors the completion of trust tax returns.
  • Complies with Trust Administration checklists related to closing accounts and account reviews.
  • Completes annual account reviews as required by the South Dakota Division of Banking.
  • Prepares appropriate presentations for Trust Committee review.
  • Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.

 

Job Requirements

  • 2+ years of financial services or legal experience.
  • Undergraduate degree or equivalent experience.
  • JD, CTFA, or CFP certification a plus.

Meet Your Recruiter

Nicole Mortell, CPC
Partner, Vice President of Sales

Nicole earned her Bachelor of Arts from UW-Oshkosh and began her staffing career shortly after graduation.  Quickly, Nicole found her passion rising to top producer year after year and from there in 2006 she became one of the founding Partners of AllianceStaff.  Today as Partner and VP of Sales and Marketing, she remains on the front lines of recruitment and client management, while simultaneously fostering the growth of AllianceStaff by identifying key business development opportunities and training team members to develop their own desks. Nicole partners with companies across a wide range of industries to understand their hiring needs and to help them build the best possible teams.  She has been recruiting in Milwaukee for over 15 years and has developed a unique insight into the hiring needs of the local market. She creates strong business relationships, many of which turn into long-term friendships, attesting to the loyalty she has with her clients and candidates. She listens.  She asks questions. And she understands that a great talent match never needs to be sold.  Nicole intuitively knows when she’s found the right match, and her long track record of successful placements proves her skill.

In her free time you can find Nicole on the soccer field watching her twin boys play in rain, sleet or snow (true soccer mom!!), staying on top of fitness trends, checking out a new restaurant with her girlfriends, traveling with her husband Tom or snuggling with her baby girl Mariah (Australian miniature Labradoodle.)

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