Trust Accountant

We are looking for a detail-oriented Trust Accountant to join a Financial Services organization in Milwaukee, Wisconsin in a contract-to-permanent capacity. This role supports fiduciary and wealth-related accounts by combining accurate trust accounting with attentive client service and strong regulatory awareness. The ideal candidate brings hands-on experience with trust account administration, reconciliations, and general ledger activity, along with the ability to work effectively across internal teams and client-facing stakeholders.

Responsibilities:
• Oversee day-to-day accounting and administration for a portfolio of trust, estate, agency, and investment-related accounts while adhering to governing documents and fiduciary standards.
• Prepare and review journal entries, general ledger activity, and account records to maintain accurate financial reporting across assigned relationships.
• Complete bank and cash reconciliations, investigate discrepancies, and resolve outstanding items in a timely manner.
• Coordinate distributions, account maintenance, and periodic reviews to ensure each account is administered according to applicable agreements and regulations.
• Examine trust documents, wills, powers of attorney, and related estate materials to support proper account handling and fiduciary decision-making.
• Collaborate with investment and wealth management partners to help align account activity with client objectives and overall service expectations.
• Maintain thorough documentation of transactions, communications, and account actions to support audit readiness and compliance requirements.
• Monitor account activity for unusual items, service needs, or opportunities to deepen client relationships through additional financial solutions.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related discipline preferred.

• At least 2 years of experience in trust administration, trust accounting, wealth management, private banking, fiduciary services, or estate administration.

• Working knowledge of trust and estate concepts, fiduciary obligations, and account administration practices.

• Experience preparing journal entries and managing general ledger, trust account, bank reconciliation, and cash reconciliation activities.

• Strong communication and relationship-building skills with the ability to interact professionally with clients and internal partners.

• High level of organization and attention to detail, with the ability to manage multiple priorities and meet deadlines.

• Proficiency with Microsoft Office; familiarity with trust accounting or wealth management systems is an advantage.

• CTFA certification, or interest in pursuing a trust and fiduciary credential, is preferred.

Compensation

$36.54-$42.31 Hourly

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