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Senior Trust Administrator - Family Office

Category:Permanent
Location: Racine, Wisconsin 53401
Posted:Wed, November 18, 2020
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Senior Trust Administrator - Family Office

Kenosha-Racine, WI Area

Our successful Client is looking to add a Senior Trust Administrator to their growing team! In this role, you will have primary responsibility for the oversight of the company's relationship with the family office. This position will be responsible for trust administration and tax compliance activities for trust and agency relationships. To succeed, you must VERY collaborative and hands-on, as you would be the primary point of contact for any needs of the Family Office.

Mandatory Requirements:

  • Relevant Bachelor's Degree
  • 7+ years' of HNW/UHNW Trust Management
    • Family Office experience a huge plus!
  • Excellent communication and customer service skills
  • Possess a 'can-do, hands on' attitude

If you are interested in taking the next step in your career with a fantastic and growing organization, apply now or send your resume ! We look forward to discussing the opportunity with you in greater detail!

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