Top Trust Executive jobs in Wisconsin
Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Recently Added Top Trust Executive jobs
Trust Administrator
- National Exchange Bank & Trust
-
Fond du Lac, WI
FULL_TIME
-
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Trust Administrator, you will be responsible for effectively administering trust accounts and ongoing client relationships within regulatory guidelines. The Administrator will also collaborate with and periodically perform Trust & Wealth Management Coordinator duties as needed, including opening and closing of accounts, wire transfers, preparing reports, and administrative duties as needed.
Skills & Attributes Needed
The following skills and attributes are needed to be successful in your banking career as a Trust Administrator:- Strong interpersonal skills
- Excellent communication skills
- Exceptional attention to detail
- Ability to work independently as well as collaboratively as part of a team
- Maintain the highest level of confidentiality and discretion of customer and bank information
- Aptitude and ability to easily learn new technology and software
- Ability to quickly re-establish priorities, responding to the changing needs of the department
- Understanding and application of differences between individual, trust, and IRA accounts
- Working knowledge of trusts, estate planning, and compliance with administering trust accounts
- Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette
Ideal candidates will possess the following qualifications:- Bachelor’s degree in business, finance or related field or an equivalent combination of education and experience is required. A master’s degree is also helpful.
- Requires a minimum of 3-5 years progressively responsible work experience in trust administration, investments, legal/estate planning, or related area, preferably in Trust division with a bank.
- Completion of relevant and timely financial industry education, i.e., industry webinars, seminars, and/or related coursework is preferred.
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:- Health, Dental, and Vision Insurance
- Health Savings Account with Employer Contributions
- Short and Long Term Disability
- Employer Paid Life and AD&D Insurance
- Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
- 401(k) with Employer Match & Profit Sharing
- Paid Time Off
- Flexible scheduling & telecommuting options
- Education Assistance Program
- Product & Service Discounts & more!
- 18 Days Ago
VP of Personal Trust Administration
- Fiduciary Partners Trust Company
-
Brookfield, WI
FULL_TIME
- At Fiduciary Partners Trust Company, we believe that clients in need of independent trustee services are best served when their trustee is truly independent. At Fiduciary Partners we do not provide in...
- 23 Days Ago
Trust Officer
- PremierBank
-
Fort Atkinson, WI
FULL_TIME
- DescriptionSummaryUnder the direction of the VP/Director of Wealth Management, the Trust Officer plays a pivotal role in administering trust accounts while ensuring compliance with trust instruments a...
- 2 Days Ago
Trust Administrator
- gpac
-
Fond du Lac, WI
FULL_TIME
- Trust Admingpac is looking for for an individual matching the following trust experience, or looking to make the next steps in their respective careers!Under supervision by senior management, and in a...
- 8 Days Ago
Trust Administrator
- Horicon Bank
-
Berlin, WI
FULL_TIME
- Role Summary: The Trust Administrator is responsible for administering or assisting in the day-to-day administration of trusts, under the direction of the Trust Administration Manager, in accordance w...
- 12 Days Ago
TRUST OFFICER
- Nicolet National Bank
-
GREEN BAY, WI
FULL_TIME
- At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we d...
- 28 Days Ago
Top Trust Executive jobs at Popular Companies
Trust Administrator
- The Forge Companies
-
Mooresville, NC
- Job Summary Are you somebody who learns new processes and structures quickly, but enjoys every day being a little differ...
- 6/11/2024 12:00:00 AM
Trust Officer
- San Pasqual Fiduciary Trust Company
-
Los Angeles, CA
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 6/10/2024 12:00:00 AM
Trust Officer
- The Forge Companies
-
- Job Summary The Trust Officer I is responsible to provide comprehensive administrative support to an assigned Trust Offi...
- 6/10/2024 12:00:00 AM
Trust Administrator
- Bowditch & Dewey, LLP
-
Worcester, MA
- Job Description Job Description Company Overview: Join Bowditch & Dewey as a Trust Administrator in Estate, Financial & ...
- 6/10/2024 12:00:00 AM
Trust Advisor
- ECG Resources, Inc.
-
Reno, NV
- Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
- 6/9/2024 12:00:00 AM
Trust Administrative Officer
- Sierra Executive Solutions Inc
-
Reno, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
- 6/9/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Tarrytown, NY
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Chicago, IL
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
About Wisconsin
Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast.
With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$272,444 to $417,133
Most Popular Cities in Wisconsin for Top Trust Executive Jobs
What does a Top Trust Executive do?
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