Company Description

Legacy Private Trust Company is a leading wealth advisory firm in the region, with assets under management of nearly 2.5 billion dollars. As fiduciaries, we offer objective investment and financial planning solutions to our clients. Our team of professionals in various wealth management disciplines work closely with clients to preserve and grow their wealth through innovative strategies and tailored services.

Role Description

This is a full-time on-site role for a Trust Officer located in Milwaukee, WI. The Trust Officer will be responsible for estate planning, financial planning, fiduciary duties, finance, and trust services. Day-to-day tasks include managing client relationships, providing trust advisory services, and ensuring compliance with regulations.

Qualifications

• Estate Planning and Financial Planning skills
• Fiduciary expertise
• Knowledge in Finance and Trust Services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Experience in wealth management or related field
• Professional certification (e.g., CTFA) is a plus