Milwaukee, WI · On-site
$80K - $100K/yr
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...
Quick apply
Milwaukee, WI · On-site
$80K - $100K/yr
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Quick apply
Neenah, WI · On-site
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development ...
Milwaukee, WI · On-site
$80 - $100/hr
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...
Milwaukee, WI · On-site
$80 - $100/hr
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...
Milwaukee, WI · On-site
$80K - $100K/yr
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...
Milwaukee, WI · On-site
$80K - $100K/yr
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...
Milwaukee, WI · Remote
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...
Milwaukee, WI · Remote
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations ...
Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading ...
Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading ...
Milwaukee, WI · On-site
$80 - $100/hr
Posted Tuesday, June 9, 2026 at 8:00 AM Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide.
Milwaukee, WI · On-site
$80 - $100/hr
Posted Tuesday, June 9, 2026 at 8:00 AM Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide.
Milwaukee, WI · On-site
Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading ...
Milwaukee, WI · On-site
Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading ...
Milwaukee, WI · On-site
$100 - $125/hr
As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors ...
Milwaukee, WI · On-site
$100 - $125/hr
As the Trust Officer Senior, you will report to the Branch Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors ...
Milwaukee, WI · On-site
$91K - $196K/yr
... trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling ... Develop, maintain and manage both internal and external relationships to increase revenue from ...
Milwaukee, WI · On-site
$91K - $196K/yr
... trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling ... Develop, maintain and manage both internal and external relationships to increase revenue from ...
$11.1K - $29K
0% of jobs
$44.7K is the 25th percentile. Wages below this are outliers.
$29K - $46.9K
29% of jobs
$46.9K - $64.8K
0% of jobs
$64.8K - $82.7K
0% of jobs
$82.7K - $100.6K
0% of jobs
$100.6K - $118.5K
0% of jobs
The median wage is $132.9K / yr.
$118.5K - $136.4K
27% of jobs
$136.4K - $154.2K
17% of jobs
$157.4K is the 75th percentile. Wages above this are outliers.
$154.2K - $172.1K
14% of jobs
$172.1K - $190K
6% of jobs
$190K - $207.9K
7% of jobs
$11.1K
$126K
$207.9K
A trust manager, also called a trustee, oversees the financial operations of trust funds on behalf of the fund’s beneficiaries. As a trust manager, your job duties include opening and closing trust fund accounts, monitoring the financial performance of investments in the accounts, executing investment decisions, and negotiating with buyers or sellers of real estate owned by a trust fund. The qualifications you need for a career as a trust manager are a bachelor’s degree in finance, accounting, business, or a related field. You should also have excellent analytical and decision-making skills, and experience working in the financial industry.
| Aspect | Trust Manager | Trust Officer |
|---|---|---|
| Credentials | Certifications like CTFA, CPA, or legal qualifications often preferred | Similar certifications, often with legal or financial background |
| Work Environment | Financial institutions, private banks, trust companies | Same as Trust Manager, working within banks or trust firms |
| Responsibilities | Oversees trust portfolios, manages client relationships, ensures compliance | Handles trust account setup, administration, and client communication |
| Industry Usage | Commonly used in banking and wealth management sectors | Often used interchangeably with Trust Manager in financial services |
While both Trust Managers and Trust Officers work within trust and financial institutions, Trust Managers typically oversee entire trust portfolios and client relationships, whereas Trust Officers focus more on trust account administration and client onboarding. The roles often overlap, but Trust Managers usually hold broader responsibilities in managing trust services.
The most popular types of Trust jobs in Wisconsin are:
For Trust Manager jobs in Wisconsin, the most frequently searched job titles are:
The top searched job categories for Trust Manager jobs in Wisconsin are:
Cities in Wisconsin with the most Trust Manager job openings:
$80K - $100K/yr
Full-time
Re-posted 21 days ago
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures. Role Responsibilities Trust AdministrationResponds promptly to client distribution requests and makes cash and asset distribution as required.Understands the needs of and duties to the principals, income beneficiaries, and remaindermen.Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other service professionals.Monitors the completion of trust tax returns.Complies with Trust Administration checklists related to closing accounts and account reviews.Completes annual account reviews as required by the South Dakota Division of Banking.Prepares appropriate presentations for Trust Committee review.Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts. Competencies Communication SkillsExcellent verbal, written, and interpersonal communication skills.Able to communicate effectively with interact with beneficiaries, financial advisors, and other third-party professionals.Aware of and follows company policies for electronic communications and internet use. Computer/Technical SkillsStrong analytical skills with a high level of accuracy and attention to detail.Proficient using Microsoft Office Suite of applications.Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use. OrganizationVery responsive to external partner communication.Timely completion of distribution requests.Update client interactions in CRM database. JudgmentAbility to prioritize a high number of daily tasks.Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.Swiftly refer problems/issues to the appropriate person(s) when necessary. Role Qualifications2+ years of financial services or legal experience.Undergraduate degree or equivalent experience.JD, CTFA, or CFP certification a plus.
