Fiduciary Trust Officer

Job overview

The Fiduciary Trust Officer role is hybrid in Milwaukee, WI. Compensation is $80,000–$100,000 per year. The officer supports Capital First Trust Company’s personal trust services and administers a diverse portfolio of trust accounts. The role provides relationship-centered fiduciary service while ensuring trust administration follows governing documents, laws, regulations, and applicable requirements. It helps beneficiaries and their representatives navigate distributions and life events while maintaining accurate records and managing risk.

What you'll do

• Administer personal trust accounts, including settlement, special needs, SAM, directed, and court-supervised trusts
• build client relationships and guide beneficiaries through administration and distribution decisions
• coordinate with attorneys, case managers, caregivers, CPAs, financial advisors, and settlement planners
• maintain records and compliance with governing documents, tax, court, Medicaid, and regulatory requirements
• document discretionary decisions
• review administration and mitigate risks
• mentor colleagues.

What we're looking for

Skills & competencies

fiduciary trust officer

milwaukee wi

hybrid

capital first trust company

$80k–$100k/year

trust administration

special needs trusts

settlement trusts

beneficiary services

medicaid

social security

some travel required

Work arrangement

• Weekend coverage required

Why this role

Requires knowledge of legal and regulatory aspects of assistance programs, social services, case management, estate administration, and/or settlement or special needs trusts, plus working knowledge of Social Security and Medicaid. Some travel for business development is required; Spanish is a plus.

About the employer

Capital First Trust Company is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.