Talent.com
Trust Officer
Trust OfficerGpac • Superior, Wisconsin, United States
Trust Officer

Trust Officer

Gpac • Superior, Wisconsin, United States
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Trust Officer

This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications :

  • Bachelor’s degree or equivalent.
  • JD and / or Masters degree
  • 5-7 years of relevant trust administration experience.
  • Strong team mate who enjoys collaboration with internal partners
  • CTFA, CFP, CFA, CES, or equivalent
  • Trust investment knowledge and / or experience with brokerage and / or delivery of trust services through alternative channels

Trust Officer Responsibilities :

  • Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisers, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
  • Actively participate in Trust Administrative Sub-Committee meetings. Perform administrative account reviews annually.
  • Accountable for servicing and retention of existing accounts.
  • Supervise and monitor new account establishment and funding
  • Work with advisers, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dis-positive provisions, review / approve payment of final expenses, a coordinate gathering of material / documents for the final income tax return and estate tax return, assist in settling other asset flow into trust / estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisers, etc.
  • Coordinate preparation of trust tax returns and Agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
  • Lead and / or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.).
  • This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.

    Contact your local Wisconsin banking / finance recruiter, Joe Albert to learn more about this Trust Officer position and other banking opportunities throughout the state.

    Joe Albert

    Director |  g pac

    To be considered, please apply with a resume. You can email me directly at : joe.albert@gogpac.com

    Follow me on Linkedin : Joe Albert

    All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

    GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

    Create a job alert for this search

    Trust Officer • Superior, Wisconsin, United States

    Related jobs
    Travel Nurse RN - Emergency Room (ER) / Trauma - $2,165 per week in Duluth, MN

    Travel Nurse RN - Emergency Room (ER) / Trauma - $2,165 per week in Duluth, MN

    TravelNurseSource • Duluth, MN, US
    Full-time
    TravelNurseSource is working with CrossMed Healthcare to find a qualified ER / Trauma RN in Duluth, Minnesota, 55805!.At CrossMed Healthcare Staffing, we aim to create lasting impressions wherever we...Show more
    Last updated: 30+ days ago • Promoted
    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Duluth, Minnesota
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 19 days ago • Promoted
    Travel Nurse RN - Emergency Room (ER) / Trauma in Duluth, MN

    Travel Nurse RN - Emergency Room (ER) / Trauma in Duluth, MN

    GQR Healthcare • Duluth, MN, US
    Full-time
    Emergency Room RN Job Location : Duluth, MN Profession : Registered Nurse Estimated Pay : $0.Duration (weeks) : 13 Specialty : Emergency Room Shift Details : Night •Estimated weekly pay includes projecte...Show more
    Last updated: 16 hours ago • Promoted • New!
    Travel Nurse RN - Operating Room - $2,635 per week in Duluth, MN

    Travel Nurse RN - Operating Room - $2,635 per week in Duluth, MN

    Triage Staffing • Duluth, MN, US
    Full-time
    Travel Nursing : OR Duluth Location : Duluth Start Date : 11 / 3 / 2025 Shift Details : 8H Evenings (3 : 00 PM-11 : 30 PM) 40 hours per week Length : 13 WEEKS 13 weeks Apply for specific facility details.Show more
    Last updated: 1 day ago • Promoted
    Entry Level Insurance Sales Representative - Luxury Travel Incentives

    Entry Level Insurance Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Duluth, Minnesota
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Travel Nurse RN - Emergency Room (ER) / Trauma - $2,251 per week in Duluth, MN

    Travel Nurse RN - Emergency Room (ER) / Trauma - $2,251 per week in Duluth, MN

    TravelNurseSource • Duluth, MN, US
    Full-time
    TravelNurseSource is working with Triage Staffing to find a qualified ER / Trauma RN in Duluth, Minnesota, 55701!.Travel Nursing : Emergency Department Duluth. Shift Details : 12H Variable (7 : 00 PM-7 : ...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Duluth, MN, US
    Full-time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show more
    Last updated: 27 days ago • Promoted
    PHYSICIAN - Family Medicine, OB Fellowship - Duluth / Moose Lake

    PHYSICIAN - Family Medicine, OB Fellowship - Duluth / Moose Lake

    Essentia Health • Duluth, MN, US
    Full-time
    Licensure / Certification Qualifications : .Essentia Health offers a 1-year fellowship for Family Medicine physicians who desire advanced training in Obstetrics subsequent to medical practice in rural ...Show more
    Last updated: 16 hours ago • Promoted • New!
    Travel Nurse RN - Emergency Room (ER) / Trauma - $2,141 per week in Duluth, MN

    Travel Nurse RN - Emergency Room (ER) / Trauma - $2,141 per week in Duluth, MN

    TravelNurseSource • Duluth, MN, US
    Full-time
    TravelNurseSource is working with GetMed Staffing to find a qualified ER / Trauma RN in Duluth, Minnesota, 55805!.GetMed Staffing is searching for a strong ER RN to assist our traveler-friendly clien...Show more
    Last updated: 30+ days ago • Promoted
    Travel Nurse RN - Operating Room - $2,480 per week in Duluth, MN

    Travel Nurse RN - Operating Room - $2,480 per week in Duluth, MN

    TravelNurseSource • Duluth, MN, US
    Full-time
    TravelNurseSource is working with CrossMed Healthcare to find a qualified OR RN in Duluth, Minnesota, 55805!.At CrossMed Healthcare Staffing, we aim to create lasting impressions wherever we go.Emb...Show more
    Last updated: 30+ days ago • Promoted
    Insurance Sales Representative - Luxury Travel Incentives

    Insurance Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Duluth, Minnesota
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    PHYSICIAN - Family Medicine Residency Core Faculty - Duluth, MN

    PHYSICIAN - Family Medicine Residency Core Faculty - Duluth, MN

    Essentia Health • Duluth, MN, US
    Full-time
    Licensure / Certification Qualifications : .Family Medicine Residency – Core Faculty.Join a well-established Family Medicine residency program dedicated to training the next generation of physicians to...Show more
    Last updated: 17 hours ago • Promoted • New!
    Travel Nurse RN - Emergency Room (ER) / Trauma - $2,504 per week in Duluth, MN

    Travel Nurse RN - Emergency Room (ER) / Trauma - $2,504 per week in Duluth, MN

    TravelNurseSource • Duluth, MN, US
    Full-time
    TravelNurseSource is working with talent4health to find a qualified ER / Trauma RN in Duluth, Minnesota, 55805!.Provides immediate care for patients experiencing acute illnesses or injuries in emerge...Show more
    Last updated: 12 days ago • Promoted
    Sales Representative - Luxury Travel Incentives

    Sales Representative - Luxury Travel Incentives

    Platinum Supplemental Insurance • Duluth, Minnesota
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    Entry Level Insurance Sales - Luxury Travel Incentives

    Entry Level Insurance Sales - Luxury Travel Incentives

    Platinum Supplemental Insurance • Duluth, Minnesota
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 30+ days ago • Promoted
    PHYSICIAN - Family Medicine (0.6-1.0 FTE) - Duluth, MN (Downtown)

    PHYSICIAN - Family Medicine (0.6-1.0 FTE) - Duluth, MN (Downtown)

    Essentia Health • Duluth, MN, US
    Full-time
    Licensure / Certification Qualifications : .Downtown Primary Care, Duluth, MN.This is a fantastic opportunity to join our premier, downtown campus, integrating Family Med and Internal Med.Current team ...Show more
    Last updated: 16 hours ago • Promoted • New!
    PHYSICIAN - Urgent Care (0.6-1.0 FTE) - Duluth, MN

    PHYSICIAN - Urgent Care (0.6-1.0 FTE) - Duluth, MN

    Essentia Health • Duluth, MN, US
    Full-time
    Licensure / Certification Qualifications : .Duluth, MN (Multiple Locations).Our ideal candidate would be a flexible, team player who is invested in covering Urgent Care shifts in a variety of settings....Show more
    Last updated: 16 hours ago • Promoted • New!
    PHYSICIAN - Urgent Care (Casual) - Duluth, MN

    PHYSICIAN - Urgent Care (Casual) - Duluth, MN

    Essentia Health • Duluth, MN, US
    Full-time
    Licensure / Certification Qualifications : .Duluth, MN (Multiple Locations).Our ideal candidate would be a flexible, team player who is invested in covering Urgent Care shifts in a variety of settings....Show more
    Last updated: 16 hours ago • Promoted • New!