Personal Trust Officer (Finance)

TL;DR

Personal Trust Officer (Finance): Administration of a portfolio of personal trust accounts, estates, and agency accounts with an accent on fiduciary standards, compliance, and client relationship management. Focus on interpreting trust documents, managing discretionary distributions, and mitigating fiduciary risk.

Location: Must be based in or work remotely from the Appleton, WI or Minneapolis, MN area

Salary: $99,108 - $134,087 per year

Company

A membership-owned fraternal organization providing holistic financial services including advice, investments, insurance, and banking.

What you will do

• Administer a portfolio of personal trust, estate, and agency accounts of moderate complexity.
• Review trust and estate documents to ensure compliant administration and proper account requirements.
• Coordinate discretionary distributions and fulfill fiduciary responsibilities for guardianships or conservatorships.
• Monitor account activity to identify and mitigate risk according to internal policies and fiduciary standards.
• Partner with internal Investment, Operations, and Compliance teams to support client service needs.
• Serve as a primary point of contact for clients, beneficiaries, and professional advisors.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• Minimum of 3 years of experience in trust administration, estate settlement, or financial services.
• Foundational knowledge of fiduciary principles, trust administration, and basic tax concepts.
• Ability to interpret trust documents and apply provisions to account administration.
• Proficiency in Microsoft Office Suite and trust accounting systems.
• Must be located in the Appleton, WI or Minneapolis, MN area.

Nice to have

• Juris Doctor Degree or CTFA certification.
• 6+ years of experience in trust administration and exposure to fiduciary tax concepts.
• Familiarity with fiduciary platforms such as SEI, FIS, or TrustDesk.

Culture & Benefits

• Comprehensive health package: medical, dental, and vision insurance, plus HSA and FSA.
• Strong retirement support including 401k and pension plans.
• Generous time off: 20 days PTO, sick and safe time, and 10 paid company holidays.
• Family-centric benefits: paid parental leave and Employee Assistance Program (EAP).
• Flexible work arrangements allowing for on-site and/or remote work within the designated areas.