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Trust Officer Jobs in Appleton, WI (NOW HIRING)

MRINetwork Jobs

Trust Officer Manager

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 ...

MRINetwork Jobs

Trust Officer Manager

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 ...

MRINetwork Jobs

Trust Officer Manager

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 ...

MRINetwork Jobs

Trust Officer Manager

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 ...

MRINetwork Jobs

Trust Officer Manager

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 ...

MRINetwork Jobs

Trust Officer Manager

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 ...

MRINetwork Jobs

Trust Officer Manager

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 ...

MRINetwork Jobs

Trust Officer Manager

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 ...

MRINetwork Jobs

Trust Officer Manager

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 ...

ThedaCare

Security Officer

Neenah, WI · On-site

$16.50 - $19.50/hr

The Security Officer maintains security and safety of people and property on ThedaCare campuses by ... trust and professional respect. 3. Investigates security related incidents timely and accurately ...

ThedaCare

Security Officer

Neenah, WI · On-site

$16.50 - $19.50/hr

The Security Officer maintains security and safety of people and property on ThedaCare campuses by ... trust and professional respect. 3. Investigates security related incidents timely and accurately ...

ThedaCare

Security Officer - PM Shift

Neenah, WI · On-site

$16.50 - $19.50/hr

The Security Officer maintains security and safety of people and property on ThedaCare campuses by ... trust and professional respect. 3. Investigates security related incidents timely and accurately ...

ThedaCare

Security Officer - PM Shift

Neenah, WI · On-site

$16.50 - $19.50/hr

The Security Officer maintains security and safety of people and property on ThedaCare campuses by ... trust and professional respect. 3. Investigates security related incidents timely and accurately ...

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All JobsTrust Officer JobsTrust Officer Jobs in Appleton, WI

Trust Officer information

See Appleton, WI salary details

$38.5K

$85.5K

$120K

How much do trust officer jobs pay per year?

As of Aug 28, 2026, the average yearly pay for trust officer in Appleton, WI is $85,550.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,300.00 and $104,900.00 per year, depending on experience, location, and employer.

What is a trust officer?

Trust Officers are financial professionals responsible for managing trusts, estates, and other fiduciary accounts on behalf of clients. They ensure that assets are managed and distributed according to the terms of trust documents and relevant laws. Trust Officers work closely with individuals, families, and institutions, providing guidance on estate planning, tax strategies, and asset management. Their goal is to protect the interests of beneficiaries while adhering to legal and ethical standards.

What does a trust officer do?

A trust officer is a banking industry professional who advises on trust and estate issues. This job is also called a trust administrator. Your responsibilities for this career include communicating with clients, agencies, advisors, and other bank personnel on the laws and options concerning trusts and estate matters. You play an integral role in assisting clients with financial decisions that have an impact both professionally and personally. Qualifications for this position include a degree in business, accounting or finance, and training on trusts and financial instruments.

What are the key skills and qualifications needed to thrive as a trust officer, and why are they important?

To thrive as a Trust Officer, you need a solid understanding of trust administration, estate planning, and fiduciary law, often supported by a degree in finance, law, or accounting. Familiarity with trust accounting software, wealth management platforms, and relevant certifications such as CTFA (Certified Trust and Fiduciary Advisor) is highly beneficial. Outstanding interpersonal skills, discretion, and problem-solving abilities help you build client relationships and navigate complex family dynamics. These skills ensure that clients' financial interests are protected, regulatory requirements are met, and trust services are delivered with integrity and professionalism.

What are the typical challenges a trust officer faces when managing multiple client accounts?

Trust Officers often juggle multiple client accounts, each with unique needs and compliance requirements. A common challenge is balancing personalized service with the need to adhere to strict regulatory and fiduciary standards. Trust Officers must carefully manage client expectations, stay updated on evolving trust laws, and coordinate with legal, investment, and tax professionals. Strong organizational skills and proactive communication are essential to ensure client satisfaction and regulatory compliance.

What is the difference between Trust Officer vs Trust Administrator?

AspectTrust OfficerTrust Administrator
CredentialsTypically requires securities licenses, financial certifications, or legal knowledgeOften holds administrative or trust management certifications, but less regulatory licensing
Work EnvironmentWorks in banks, trust companies, or financial institutions, engaging with clients and managing trust portfoliosOperates within trust departments, focusing on day-to-day trust account administration
Employer & IndustryFinancial institutions, wealth management firms, trust companiesTrust departments within banks or financial service providers

While both roles involve managing trusts, the Trust Officer typically handles client relationships, investment decisions, and compliance, whereas the Trust Administrator focuses on the operational aspects of trust accounts. Understanding these differences helps clients and professionals identify the right role for their needs.

How to become a certified trust officer?

To become a certified trust officer, individuals typically need a bachelor's degree in finance, law, or related fields, along with relevant work experience in trust or estate management. Earning professional certifications such as the Certified Trust and Financial Advisor (CTFA) or Certified Trust and Wealth Advisor (CTWA) can enhance credibility and career prospects. Continuing education and passing certification exams are essential steps in the process.

What skills do you need to be a trust officer?

A trust officer needs strong financial and investment knowledge, excellent communication skills, and attention to detail. They often require certifications such as the Certified Trust and Financial Advisor (CTFA) and proficiency with financial software. Analytical thinking and the ability to manage client relationships are also essential for success in this role.
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Trust Officer jobs near you
Infographic showing various Trust Officer job openings in Appleton, WI as of August 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $85,550 per year, or $41.1 per hour.

Trust Officer Manager

MRINetwork Jobs

Neenah, WI • On-site

Full-time

Re-posted 6 days ago

Job description

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 and client retention go hand in hand?  If yes, then we should talk.

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management business while leading a team of trust officers and support professionals. You'll inherit an established book of business, deepen client relationships, drive new business opportunities, and help shape the future of the Wealth Management platform, because "maintaining the status quo" isn't exactly a growth strategy.

Qualified candidates will bring 7-10 years of Personal Trust, Estate & Probate experience, 4-7 years of leadership experience, and at least 7 years of personal financial planning expertise. A Bachelor's degree is required, while a JD, CFP®, and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally explaining why estate planning is far more exciting than it sounds, you may have found your next chapter.

To learn more about our organization please visit us at www.westportone.com

To apply for this position, submit your resume by choosing one of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) 
  • Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/TOMWI in the subject line. 
  • NO CALLS PLEASE