Trust Administrator II

Job overview

The Trust Administrator II works 100% in the office in Milwaukee, WI, for $26–$29 per hour. The role provides day-to-day trust administration support under Trust Officers’ guidance and direction.

What you'll do

• Process and maintain annuity and other manually maintained asset transactions and values
• manage insurance statements and policy reviews
• assist with True Link accounts and brokerage account setup
• support other teams
• train developing Trust Administrators
• prepare Board reports and books
• manage Trust Officer mailings and software updates
• and assist with trust accounting reports.

What we're looking for

Skills & competencies

trust administrator ii

trust administration

financial services

milwaukee wi

capital first trust company

full-time

onsite

annuities

brokerage accounts

board reporting

$26–$29/hr

microsoft office

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-paid health, dental, life, and long-term disability coverage for the individual employee
• 401(k) with 4% match
• voluntary short-term disability
• employer-paid off-street parking
• advancement opportunities.

Why this role

Provides backup support across case management, wealth management, settlement, pooled trusts, and South Dakota operations.

About the employer

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