Location
Eau Claire, Wisconsin, United States
Posted
July 02, 2026
Job Description
Trust Officer
This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.
Trust Officer Qualifications:
- Bachelor’s degree or equivalent.
- JD and/or Masters degree
- 5-7 years of relevant trust administration experience.
- Strong team mate who enjoys collaboration with internal partners
- CTFA, CFP, CFA, CES, or equivalent
- Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
Trust Officer Responsibilities:
- Responsible for trust account servicing, includ...