Senior Trust Officer – Estate & Trust Settlement

The Role

We’re partnering with a boutique fiduciary firm in Milwaukee that’s growing its estate and trust settlement practice. They need a Senior Trust Officer who can own complex administrations end-to-end—calm execution, sharp document interpretation, and strong judgment—while serving as the steady point person for beneficiaries, attorneys, and internal trust operations.

What You’ll Own

• Lead the relationship and administration for a portfolio of trust accounts and estate settlement matters
• Run end-to-end trust administration (account opening, maintenance, and closing) with accuracy and clean documentation
• Manage estate and trust settlement workflows, including probate coordination and beneficiary communication
• Interpret trust documents and apply fiduciary principles correctly to decisions, distributions, and administration actions
• Own annual account reviews, including fee processing, distribution activity, and administration planning
• Partner with trust accounting/ops to ensure reconciliations, reporting accuracy, and audit-ready files
• Handle audits, reconciliations, and regulatory inquiries with strong controls and responsiveness
• Apply working knowledge of estate-related tax considerations as they impact settlement and administration
• Identify risk early, prevent problems, and manage sensitive situations with discretion and confidence

What They Want to See

• 7+ years of trust administration experience
• Strong experience with estate and trust settlement processes
• Working knowledge of fiduciary principles and trust operations (must-have)
• Experience administering accounts end-to-end (opening, maintenance, closing)
• Experience with annual account reviews, fee processing, and distributions
• Ability to interpret trust documents and apply them accurately
• Experience handling audits, reconciliations, and regulatory inquiries
• Familiarity with probate processes and estate workflows
• Working knowledge of estate-related tax considerations
• Proficiency in trust accounting and administration systems
• Bachelor’s degree or equivalent experience
• CTFA preferred

Why This One’s Worth a Look

• High-trust, high-touch work where your judgment and execution actually matter
• Strong compensation with real bonus upside (proven history of paying above target)
• Boutique environment = more ownership, less bureaucracy
• A stable book of business and meaningful work guiding families through complex settlement situations