Hiring: Director of Personal Trust Services Company: Capital First Trust Company Location: Milwaukee, WI Job Posted Time: 2026-09-10 13:46:48 Employment Type: Remote Target Skills & Keywords : Financial Planning, Microsoft Office, Wealth Management About the job Required Skills: •Carefully manages assigned Trust Officers and Assistant Trust Officers to ensure that expert and professional service is provided to trust clients. Sets and maintains client service levels. •Ensures that each fiduciary appointment is administered according to the trust agreement and in compliance with all Company policies and procedures, applicable state and federal laws and regulations. •Assists in the new business development process by responding to inquiries from financial consultants, third party contacts, and private individuals regarding both current and future trust prospects. Aids New Business Officers and Case Management Officers by participating in prospecting exercises, prospect meetings and other activities as needed. •Administers a select group of trust accounts. •May serve as, or substitute for, the Chair of the Trust Committee or serve as a Chair for a Sub-Committee. Responsibilities may include leading or supporting a discussion on new trust acceptance recommendations, discretionary distributions or purchases, and/or ongoing administrative practices. •Facilitates the transition of new trust accounts from the Case Management Group to the assigned Trust Officer. •Oversees the receipt of tax documents, coordinates preparation of trust tax returns, and ensures timely delivery of trust tax letters to clients and accountants. •Confirms annual administrative reviews are completed on time for all open trust accounts. Qualifications: •Will be qualified with a Bachelor's degree, ten years of experience in trust administration, five years in management and the ability to travel on an as-needed basis. •Should be able to conceptualize solutions, promote alternatives, define objectives, assess probabilities, develop complex strategies, identify inconsistencies and manage through organizational and process changes. Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!