Results for Assistant Trust Officer Jobs in Milwaukee, WI

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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

Trust Officer - Settlement

Milwaukee, WI
onsite
Temporary to Hire
38.00 - 48.00 USD / Hourly
We are looking for a Trust Officer - Settlement to support a fiduciary services team in Milwaukee, Wisconsin within the Financial Services industry. This Contract to permanent opportunity and centers on managing settlement-related trust relationships with care, accuracy, and sound judgment. The person in this role will work closely with beneficiaries, families, attorneys, and other key partners to oversee trust administration, protect benefit eligibility, and ensure each account is handled in accordance with legal and fiduciary obligations. Responsibilities:• Manage a portfolio of settlement, special needs, directed, and court-supervised trusts, ensuring each account is administered according to governing documents and applicable regulations.• Advise beneficiaries and their support networks on distributions, trust processes, and planning considerations tied to major life events and ongoing care needs.• Review account activity, identify potential compliance or fiduciary concerns, and take proactive steps to address issues before they escalate.• Partner with attorneys, tax professionals, financial advisors, guardians, and care teams to coordinate trust-related matters and support effective case management.• Prepare and maintain detailed records of trust actions, client communications, and fiduciary decisions to support accurate administration and audit readiness.• Explain complex trust and benefit topics in a clear, respectful manner while delivering a high standard of service to beneficiaries and families.• Support preservation of public benefit eligibility by applying knowledge of Medicaid, Social Security, and other means-tested programs when evaluating distributions and trust activity.• Use trust accounting platforms, case management tools, and Microsoft Office applications to track activity, maintain documentation, and complete administrative tasks accurately.
2026-09-24T19:53:42Z

CFO

Gurnee, IL
onsite
Permanent / Full Time
250000.00 - 300000.00 USD / Yearly
The salary range for this position is $250,000-$300,000 base plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. Relocation assistance is an option. To apply to this role please send your resume to [email protected] Time to bust out the sweaters and ditch the job that doesn’t pay you what you’re worth. SUMMARY: Responsible for the effective management, operation, results and strategic advancement of the Finance, Accounting, and Operations departments. Job Description: <ul><li>Manages the overall financial activities of the financial institution, including the preparation and interpretation of financial statements, asset liability management, investing and budgeting</li><li>Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives</li><li>Prepares all credit union financial statements in accordance with GAAP and applicable federal and state regulatory laws for financial reporting</li><li>Produces all financial and statistical reports for presentation to the Board of Directors</li><li>Provides management with analysis and advice on the financial implications of business activities</li><li>Responsible for the preparation of the annual budget along with financial forecasting</li><li>Provides CEO with recommendations to strategically enhance financial performance and business opportunities</li><li>Manages and optimizes the organization’s investment portfolio in order to achieve the organizational investment goals of liquidity, safety and return</li><li>Oversees and manages the preparation and submission of the 5300 Call Report</li><li>Prepares monthly reports and analysis to the ALCO committee</li><li>Reports financial results at monthly board meetings</li><li>Supervises the budget for the Finance, Accounting, and Operations departments to ensure they are consistent with the overall strategic plan and budget of the credit union</li><li>Negotiates significant vendor contracts and completes the vendor management process </li></ul>
2026-09-28T18:28:47Z

Accounting Manager/Supervisor

Buffalo Grove, IL
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
We are looking for an accomplished Accounting Manager/Supervisor to lead core accounting activities and deliver accurate, timely financial information for the organization. This position offers the opportunity to guide daily accounting functions, strengthen reporting processes, and support sound financial decision-making through strong oversight and analysis. The ideal candidate brings hands-on accounting expertise, sound judgment, and the ability to balance detail-oriented execution with team leadership. Responsibilities:• Direct daily accounting workflows across the general ledger, payables, receivables, cash activity, and account reconciliation functions.• Oversee monthly, quarterly, and annual close cycles to ensure financial results are completed accurately and within established deadlines.• Prepare and examine financial statements, journal entries, supporting schedules, and balance sheet reconciliations for completeness and accuracy.• Maintain the integrity of the chart of accounts and accounting records while ensuring alignment with applicable standards and internal policies.• Review and authorize accounting transactions such as invoices, entries, and reconciliations to support strong financial controls.• Manage vendor payment and customer billing activities, including follow-up on outstanding balances and coordination with external partners.• Monitor bank activity, complete cash reconciliations, and provide visibility into cash position and related trends.• Partner with auditors, tax advisors, and internal stakeholders to support audits, compliance activities, budgeting, forecasting, and reporting needs.• Identify and implement process enhancements that improve efficiency, consistency, and the overall effectiveness of accounting operations.• Lead, coach, and develop accounting team members while promoting accountability and continuous improvement within the department. Benefits:<ul><li>Medical/dental/vision</li><li>401K</li></ul>
2026-10-13T17:58:40Z

VP/Director of Finance

Germantown, WI
onsite
Permanent / Full Time
140000.00 - 175000.00 USD / Yearly
We are looking for an experienced finance leader to oversee treasury and finance operations for a global organization in Germantown, Wisconsin. This role will guide cash strategy, strengthen operational performance, and improve financial visibility across the business. The ideal candidate brings strong leadership, a sharp command of cash flow planning, and the ability to build efficient processes that support growth and control. Responsibilities: • Direct worldwide finance operations and treasury activities, including invoicing, receivables, payables, payment execution, banking administration, and day-to-day cash oversight. • Shape the company’s liquidity strategy by improving cash visibility, coordinating funding needs, managing bank account structures, and supporting debt-related planning. • Oversee short-term cash forecasting by maintaining a rolling 13-week model, evaluating forecast accuracy, analyzing variances, and presenting insights to leadership. • Drive stronger working capital results through improvements in billing quality, collection performance, payment timing, cash application, and overall cash conversion. • Enhance quote-to-cash and procure-to-pay workflows through process redesign, standard practices, automation opportunities, and clear operational ownership. • Reinforce financial controls by refining approval structures, supporting audit preparedness, promoting policy adherence, and maintaining appropriate segregation of duties. • Lead and develop a global team by setting expectations, establishing service standards, clarifying escalation paths, and encouraging continuous improvement. • Partner with cross-functional leaders in finance and business operations to improve cash performance, lower operating costs, and support scalable business growth. • Provide consistent reporting and forward-looking analysis related to debt obligations and revolving credit activity to ensure alignment with financial plans.
2026-09-22T20:34:09Z

Accounting Manager/Supervisor

Sussex, WI
onsite
Permanent / Full Time
125000.00 - 140000.00 USD / Yearly
We are looking for an experienced Accounting Manager to lead accounting operations for a manufacturing organization in Waukesha County. This role is responsible for maintaining accurate financial records, guiding month-end activities, and delivering clear reporting that supports business decisions. The ideal candidate will combine strong technical accounting knowledge with leadership ability, helping the team meet deadlines, strengthen processes, and support collaboration across departments. Responsibilities:• Direct daily accounting operations, including oversight of the general ledger, journal entry activity, account reconciliations, and the timely completion of financial reporting.• Prepare and evaluate monthly and periodic financial results, identifying variances, unusual movements, and key business drivers for leadership review.• Maintain reliable internal controls across financial reporting, inventory, and related accounting procedures to support accuracy and compliance.• Utilize the company ERP platform and reporting tools to interpret financial and operational data and provide meaningful analysis.• Apply advanced Excel capabilities, such as pivot tables, lookup formulas, data validation, and basic modeling techniques, to improve reporting and decision support.• Supervise accounting personnel and oversee accounts receivable activities to ensure work is completed accurately and on schedule.• Delegate assignments, monitor progress, review completed work, and provide coaching and training to strengthen team performance.• Foster accountability through clear expectations, constructive feedback, and consistent follow-through with staff members.• Contribute as a hands-on leader by balancing day-to-day accounting execution with process enhancements and effective communication across functions.
2026-10-07T19:28:50Z

Sr. Financial Analyst

Menomonee Falls, WI
onsite
Permanent / Full Time
95000.00 - 120000.00 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to join our team in Menomonee Falls, Wisconsin. This position will play a central role in planning, performance analysis, and decision support by translating financial and operational data into clear business insights. The ideal candidate brings strong modeling and reporting capabilities, along with the ability to collaborate across departments to improve forecasting accuracy, profitability, and overall business performance. Responsibilities: • Lead budgeting, forecasting, and long-term financial planning activities to support business goals and strategic decision-making. • Produce monthly financial reviews, including trend analysis, performance commentary, and executive-ready reporting materials. • Build and maintain dynamic financial models covering sales, margins, operating costs, cash flow, and other key business drivers. • Evaluate operating results to uncover risks, opportunities, and actions that can strengthen profit performance and efficiency. • Provide financial support for capital spending reviews and help assess the return and impact of investment proposals. • Create deeper reporting around revenue, margin, inventory, pricing, productivity, and customer-level performance to improve management visibility. • Work closely with commercial and operational partners to measure the financial outcomes of initiatives and support business cases. • Streamline recurring reporting by improving data usage and reducing reliance on manual spreadsheet-based processes. • Contribute to analytics and AI-driven forecasting efforts by identifying practical ways to enhance reporting, decision support, and data governance practices.
2026-10-08T21:48:44Z

Accounting Manager

Milton, WI
onsite
Permanent / Full Time
105000.00 - 125000.00 USD / Yearly
Accounting Manager role with hybrid flexibility in Milton, WI. For immediate consideration contact Jon Wright at 608-338-1052. Robert Half is looking for an experienced Accounting Manager to oversee core accounting operations for a manufacturing company in Milton, Wisconsin. This role will guide the monthly close process, produce reliable financial reporting, and provide meaningful analysis that supports business decisions. The position also partners with operational and executive leaders, strengthens compliance practices, and helps build an efficient, high-performing accounting function. Responsibilities:• Direct daily corporate accounting activities and lead a timely, well-organized month-end close process.• Prepare and review monthly financial statements and management reports to ensure accuracy, consistency, and usefulness for leadership.• Maintain the general ledger by overseeing journal entries, account reconciliations, and proper application of U.S. GAAP.• Analyze financial results against budget and prior periods, identifying key variances and explaining business drivers.• Support annual budgeting and periodic forecasting by delivering financial data, trend analysis, and planning insight.• Oversee tax-related accounting activities and help ensure adherence to regulatory requirements and internal control standards.• Coordinate audit preparation and respond to requests from external auditors to support efficient financial statement audits.• Supervise and develop a small accounting team while promoting accountability, collaboration, and continuous improvement.• Work closely with plant controllers and company leadership to improve financial visibility, reporting quality, and decision-making.• Participate in process enhancements and operational changes that affect accounting workflows, including system-related updates when needed.
2026-09-21T16:58:51Z

8 results for Assistant Trust Officer in Milwaukee, WI