Personal Trust Administration Officer (Trust Officer) - Brookfield, WI

At Fiduciary Partners Trust Company, we believe collaboration, mutual respect, teamwork, and integrity are the foundation of everything we do. We are an independent trust services company that collaborates with financial advisors, attorneys, and their clients. Our team provides clients, their families and professional advisors with exemplary customer service and peace of mind that comes from working with experts in trust administration and trust and estate settlement. At Fiduciary Partners, our partnerships begin with our internal team, and we continually strive to provide our employees with the knowledge, mentoring and training needed to succeed and grow within our company. Here you will find team members committed to working together to serve and support each other, our clients and our community. Position Summary The Personal Trust Administration Officer will represent Fiduciary Partners as a primary relationship manager. You will administer a wide range of personal trust accounts, having significant contact with clients and their advisors. This position is ideal for a trust officer with a background in personal trust administration. Potential candidates could also have experience in the fields of Fiduciary Tax Preparation, Estate Law, or Investments. The Personal Trust Administration Officer's responsibilities will include: Representing Fiduciary Partners with professionalism, confidentiality, and friendliness Acting as the primary contact person for assigned accounts, to include direct contact with clients and advisors Handling a full range of administrative activities including: Administering accounts in accordance with the governing instruments and legal and regulatory framework; Opening new accounts (gathering assets; creating synoptic records); Paying bills, reviewing transactions and outside investment manager statements; Working with trust operations and our trust accounting system Analyzing trust documents, investment advisor agreements, understanding and applying internal policies and procedures, performing account reviews Assisting with companywide projects and committees as assigned Being alert to and encouraging opportunities to develop new trust relationships with clients and professional advisors Along with personal trust account administration experience, an ideal candidate will have: Bachelor's degree (in relevant field) or equivalent work experience is required; progress toward professional certification (CTFA) preferred Legal education or Juris Doctor preferred 5+ years of Trust Administration or related experience Ability to effectively work independently and as part of a team of professionals to provide outstanding personal trust service Excellent communication, professionalism, and interpersonal skills High attention to administrative details, documentation, and procedures Ability to multi-task, with strong organizational and presentation skills Self-starter, highly motivated, needs minimal supervision Assertiveness, strong sense of responsibility and ownership Experience in high compliance environments, with confidential information Working knowledge of financial services and investment concepts Skilled with all Microsoft Office programs including, but not limited to Word and Excel Physical Requirements Ability to remain in a stationary (sitting) position for extended periods of time Ability to occasionally traverse the office and stand for moderate periods of time Ability to occasionally move and position materials weighing up to 25 pounds Mental Demands The ability to make sound decisions, solve complex problems, and use logical thinking. The ability to remember processes, maintain focus, and accurately complete tasks with distractions or interruptions. The ability to effectively exchange accurate information both verbally and in writing with a variety of individuals. The ability to perform multiple duties simultaneously and meet deadlines, even under pressure. The ability to maintain a high level of organization, complete tasks with a high degree of accuracy, and exercise independent judgment with moderate management oversight. The ability to remain poised under all circumstances and work effectively in high-stress situations. Work Environment Conventional office environment with a professional atmosphere where clear goals and high standards of performance are the norm. Team members work from private or semi-private offices or workstations, with access to modern amenities and equipment. Our leadership is transparent, and we are committed to providing a stable, ethical, and consistent workplace for all employees Primary Location ~United States-Wisconsin- Brookfield, WI Schedule ~ Full-time with Benefits (8:30AM - 5:00PM)

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Health savings account Paid time off Professional development assistance Vision insurance

Experience:

Trust Administration:

5 years (Preferred)

Work Location:

In person