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10 results for Assistant Trust Officer in Milwaukee, WI

Trust Administrator

Milwaukee, WI
onsite
Temporary to Hire
26.00 - 29.00 USD / Hourly
We are looking for a detail-oriented Trust Administrative Assistant to support trust administration operations for a Financial Services organization in Milwaukee, Wisconsin. This contract position offers a path to a permanent role, is fully onsite, and provides the opportunity to contribute to a team that manages sensitive client and asset-related administrative work. The role partners closely with Trust Officers and internal departments to keep records accurate, coordinate reporting, and help maintain smooth daily operations. Responsibilities:• Provide daily administrative support for trust administration activities while partnering with Trust Officers to ensure work is completed accurately and on schedule.• Handle annuity and other manually tracked asset transactions, maintaining current values and organized supporting documentation.• Coordinate insurance-related records by collecting statements, reviewing policy information, and working with external vendors as needed.• Assist with the setup and maintenance of brokerage relationships, including account openings, online access arrangements, data connectivity, and authorized signer updates.• Support account administration tasks for payment card programs by opening and closing cards and preparing monitoring reports to identify unusual usage patterns.• Prepare board-related materials and operational reports, and help organize information needed for internal review and decision-making.• Provide backup coverage to cross-functional teams such as case management, wealth management, settlements, pooled trusts, and other administrative support areas.• Help maintain specialized files and systems access, including records that require additional software components or controlled access methods.• Contribute to team development by assisting with training for less experienced administrators and participating in committee-related work or special initiatives.• Update client activity and administrative records in internal databases while supporting mailing changes, software-related administrative updates, and trust reporting needs.
2026-09-15T02:24:07Z

Director of Personal Trust Services

Milwaukee, WI
onsite
Temporary / Contract
59.38 - 68.75 USD / Hourly
We are looking for an experienced Director of Personal Trust Services to lead trust administration operations for a Financial Services organization in Milwaukee, Wisconsin. This Long-term Contract position is ideal for a detail-oriented individual with deep knowledge of personal trust administration, strong relationship-building skills, and a proven ability to guide a team that manages revocable and irrevocable trusts, guardianships, and select specialty assets. The role blends client service leadership, fiduciary oversight, and process improvement to support consistent, compliant administration across a diverse trust portfolio. Responsibilities: • Lead and support Trust Officers and Assistant Trust Officers, setting clear service expectations and promoting high-quality client care across assigned relationships. • Oversee trust account administration to ensure each fiduciary engagement is handled in accordance with governing documents, internal standards, and applicable legal and regulatory requirements. • Maintain direct responsibility for a smaller group of trust relationships while providing guidance on more complex administrative matters. • Chair or support trust committee discussions involving account acceptance, discretionary matters, asset decisions, and ongoing administrative oversight. • Coordinate the handoff of newly accepted trust relationships to the appropriate trust administration team members to encourage a smooth onboarding experience. • Supervise the collection of tax documentation, partner with appropriate parties on trust tax return preparation, and ensure required client and accountant communications are issued on schedule. • Monitor completion of annual account reviews and court-related accountings to confirm deadlines and documentation requirements are met. • Assist with audit requests, issue resolution, and watch list oversight by gathering information and helping drive timely follow-up. • Contribute to policy and procedure development and participate in additional projects that strengthen trust administration practices as the team grows.
2026-09-16T17:18:47Z

Accounting Manager/Supervisor

Milwaukee, WI
onsite
Permanent / Full Time
70000.00 - 80000.00 USD / Yearly
We are looking for an experienced Accounting Manager/Supervisor to support a portfolio of clients in Milwaukee, Wisconsin. This position oversees core accounting operations, delivers accurate financial reporting, and serves as a trusted point of contact for client questions. The ideal candidate brings strong technical accounting knowledge, confidence working across multiple engagements, and the ability to guide both clients and team members effectively. Responsibilities: • Manage day-to-day accounting activities for multiple clients, including maintaining the general ledger and ensuring records remain accurate and current. • Review financial reports and supporting work completed by team members to confirm quality, completeness, and compliance with accounting standards. • Prepare periodic financial statements and management reports, including balance sheets and income statements, with an emphasis on accrual-based reporting. • Lead payroll processing and related reporting tasks to ensure timely and accurate submissions. • Analyze account balances, reconciliations, and financial trends to identify variances and support informed decision-making. • Provide guidance to clients and internal staff on accounting software usage, troubleshoot questions, and promote effective system adoption. • Coordinate audit support by assembling schedules and documentation for external auditors and responding to follow-up requests. • Oversee regulatory reporting requirements, including 1099 preparation and filing as well as sales and use tax submissions. • Support month-end close activities by preparing journal entries, reconciling accounts, and completing other assigned accounting duties as needed.
2026-09-02T19:38:37Z

Payroll & AP Manager

Milwaukee, WI
onsite
Permanent / Full Time
73000.00 - 95000.00 USD / Yearly
We are looking for a Payroll & AP Manager to lead payroll and accounts payable operations for a high-volume, multi-state environment in Milwaukee, Wisconsin. This position oversees accurate payroll execution, timely vendor and employee payments, and strong compliance with tax, reporting, and audit requirements. The role also partners closely with finance and human resources to improve processes, support staff development, and maintain reliable financial controls. Responsibilities: • Direct end-to-end payroll administration, including timekeeping review, earnings and deduction processing, tax withholdings, benefit-related entries, and third-party remittances. • Lead, mentor, and evaluate team members within payroll and accounts payable, while building documentation and training materials that support consistent performance. • Ensure payroll cycles and payment runs are completed accurately and on schedule, investigating exceptions and resolving discrepancies in a timely manner. • Partner with accounting and human resources to address payroll questions, reconcile issues, and maintain accurate financial reporting. • Oversee 401(k) activity, including contribution processing, reporting support, reconciliations, and audit-related coordination. • Review and balance payroll- and payables-related general ledger accounts to support month-end and year-end accuracy. • Manage accounts payable operations across vendor invoices, employee reimbursements, travel expenses, and other organizational disbursements. • Maintain vendor records, respond to payment inquiries, administer 1099 reporting, and oversee corporate card and incentive card activity in accordance with policy. • Support internal and external audit requests by preparing records, documentation, and responses needed for financial reviews and program monitoring. • Coordinate payable workflow changes involving movement from Sage to a new organizational system while preserving continuity and accurate posting of transactions.
2026-09-15T21:58:38Z

Manager, Finance (FP&A)

Waukesha, WI
onsite
Permanent / Full Time
130000.00 - 170000.00 USD / Yearly
We are looking for a strategic finance leader to support operations and supply chain performance for a growing architectural metals business based in Waukesha, Wisconsin. This role partners closely with cross-functional leaders to guide planning, improve visibility into financial results, and turn complex data into practical business recommendations. The position offers the opportunity to influence decision-making across multiple sites and brands within a well-established public company environment. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Direct annual budgeting, recurring forecasting, and long-range financial planning activities for operations and supply chain functions across a multi-site organization.• Deliver timely analysis of spending, productivity, and business performance to help leaders make informed decisions and improve financial outcomes.• Build and refine reporting tools, dashboards, and data models using Power BI and related systems to strengthen insight into key operational and financial trends.• Partner with manufacturing, supply chain, and finance leadership to identify cost improvement opportunities, monitor performance drivers, and support operational efficiency initiatives.• Lead monthly and quarterly financial reviews, highlighting variances, risks, and opportunities with clear recommendations for action.• Oversee and develop a small team that includes finance managers and controllers, fostering accountability, collaboration, and strong analytical execution.• Support system and reporting integration efforts, including the use of SAP and related planning platforms, to improve consistency, accuracy, and accessibility of financial information.• Contribute financial leadership to strategic projects such as business assessments, process improvement efforts, and potential acquisition-related analysis when needed.
2026-09-15T16:18:40Z

Tax Manager - Public

Brookfield, WI
onsite
Permanent / Full Time
120000.00 - 150000.00 USD / Yearly
We are looking for an experienced Tax Manager to guide and expand our individual tax practice in Brookfield, Wisconsin. This role combines technical tax leadership with client advisory work, team development, and operational oversight in a growing public accounting environment. The ideal candidate brings strong expertise in individual and multi-state taxation, a consultative mindset, and the ability to improve processes while delivering a high standard of client service. Responsibilities: • Direct the day-to-day leadership of the individual tax practice, setting priorities and ensuring high-quality service delivery. • Oversee the preparation, review, and timely filing of simple to highly complex federal and multi-state individual income tax returns. • Act as the main point of contact for individual tax clients, building trusted relationships and responding to ongoing advisory needs. • Deliver year-round tax planning guidance that helps clients make informed financial decisions and stay ahead of tax obligations. • Lead, coach, and support tax team members by providing feedback, mentorship, and opportunities for career growth. • Organize staffing assignments, seasonal scheduling, and workload distribution to maintain efficiency during peak periods and throughout the year. • Investigate complicated tax matters, interpret regulations, and develop practical solutions to resolve client issues. • Identify opportunities to streamline workflows, strengthen service quality, and improve the overall client experience. • Partner with firm leadership on technology adoption, operational enhancements, and strategic initiatives that support continued practice growth.
2026-08-26T18:43:41Z

Credit Manager

Vernon Hills, IL
onsite
Permanent / Full Time
90000.00 - 100000.00 USD / Yearly
We are looking for an experienced Credit Manager to lead commercial credit and collections activities for a hardgoods manufacturing business. This role is responsible for maintaining healthy customer accounts across distributor and dealer channels while supporting daily order flow and broader finance operations. The ideal candidate brings strong judgment in credit evaluation, a practical approach to collections, and the ability to contribute to month-end financial processes. Responsibilities:• Manage commercial credit and collections for distributor and dealer accounts, ensuring timely payment activity and appropriate account oversight.• Review customer financial information and payment history to determine creditworthiness and establish or adjust credit limits.• Authorize daily order releases by evaluating account exposure, payment status, and overall risk.• Partner with sales, customer service, and finance teams to resolve account issues that may affect shipments or collections.• Drive follow-up efforts on past-due balances with distributors and dealers, using a detail-oriented and results-oriented approach.• Support month-end close by reconciling receivable activity, reviewing aging trends, and assisting with related finance reporting.• Monitor portfolio performance and identify potential risks, recommending actions to reduce exposure and improve cash flow. Benefit : Medical/Dental, 401k & PTO“Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.” to your posting. Once complete, let me know.
2026-09-01T13:58:40Z

Dynamics BC/ MRP Analyst

New Berlin, WI
onsite
Temporary to Hire
59.38 - 68.75 USD / Hourly
We are looking for an ERP/CRM Consultant to support a manufacturing organization in New Berlin, Wisconsin by strengthening the use of Microsoft Dynamics 365 Business Central across operations, inventory, and production activities. This contract opportunity with potential for a permanent role is well suited for someone who enjoys partnering with business teams, solving process challenges, and turning system capabilities into measurable operational improvements. The position will focus on improving planning accuracy, streamlining workflows, and helping end users gain more value from the ERP platform. Responsibilities: • Oversee day-to-day support and administration of the Microsoft Dynamics 365 Business Central environment to ensure reliable system performance. • Review inventory-related data, resolve discrepancies, and help refine procedures that improve stock accuracy and control. • Strengthen material planning capabilities by evaluating system setup and refining processes that support effective MRP execution. • Work closely with manufacturing, operations, and supply chain partners to improve production planning and scheduling outcomes. • Maintain core production data such as bills of materials, item records, and related system information needed for smooth manufacturing operations. • Adjust system configurations and recommend enhancements that increase usability, efficiency, and adoption across business teams. • Identify repetitive manual tasks and implement automation or process improvements that reduce effort and support scalability. • Investigate application issues, provide user assistance, and deliver practical solutions that minimize disruption to daily operations. • Translate business needs into ERP recommendations, reports, and dashboards that support informed operational decision-making.
2026-08-20T15:53:49Z

Tax Manager - Public

Janesville, WI
onsite
Permanent / Full Time
100000.00 - 140000.00 USD / Yearly
We are looking for an experienced Tax Manager to join a client-focused accounting team in Janesville, Wisconsin. This role is suited for a detail-oriented tax specialist who can oversee return reviews, guide client engagements, and lead staff development with confidence. The position offers the chance to contribute to a collaborative environment while helping improve efficiency, service quality, and long-term departmental success. Responsibilities:• Oversee the review of individual, business, fiduciary, and related tax filings to ensure accuracy, completeness, and compliance with applicable regulations.• Serve as a primary point of contact for clients by addressing tax-related questions, requesting outstanding information, discussing planning strategies, and presenting completed returns.• Coordinate engagement flow by assigning work across team members, balancing priorities, and keeping projects moving efficiently through completion.• Provide coaching, feedback, and day-to-day guidance to tax team members to support skill development and strengthen team performance.• Evaluate client situations to uncover tax-saving opportunities and deliver practical recommendations aligned with their financial goals.• Track filing calendars and engagement milestones to help maintain on-time delivery during both peak and non-peak periods.• Contribute ideas that enhance internal procedures, increase operational efficiency, and improve the overall client experience.• Partner with firm leadership to manage workload distribution, maintain strong client relationships, and support departmental objectives.
2026-09-11T01:14:01Z

Senior Financial Analyst- FP&A-Operations

Waukesha, WI
onsite
Permanent / Full Time
- USD / Yearly
We are looking for a Senior Financial Analyst- FP& A-Operations to support financial planning, performance analysis, and reporting for operations and supply chain activities in Waukesha, Wisconsin. This position works closely with plant and business leaders to turn financial data into practical recommendations that improve cost efficiency, productivity, and working capital results. The role also contributes to budgeting, forecasting, month-end close activities, and the development of reporting tools that strengthen visibility into operational performance. Responsibilities: • Partner with operations, supply chain, and plant leadership to evaluate financial results and identify opportunities to improve margins, efficiency, and cash flow. • Contribute to annual budgets, periodic forecasts, and longer-term planning by compiling inputs, reviewing assumptions, and aligning financial targets with operational priorities. • Assess plant performance through analysis of labor, overhead, productivity, inventory, freight, and cost of goods sold, then communicate meaningful drivers behind results. • Prepare clear variance reporting against budget, forecast, and prior-period performance, offering actionable insights to support business decisions. • Build and maintain dashboards and reporting tools in Power BI to give leaders timely visibility into key operational and financial metrics. • Support month-end close by extracting data from enterprise systems and subledgers, preparing schedules, and recording journal entries related to manufacturing and operations activity. • Review cost-reduction initiatives and capital-related analyses to help quantify business impact and distinguish realized savings from estimated opportunities. • Assist with reconciliations, compliance-related activities, and process reviews to improve reporting accuracy and financial control. • Work with cross-functional teams to strengthen data quality, standardize reporting practices, and improve consistency across business units and plants.
2026-09-01T17:53:42Z