Director of Personal Trust Services

Robert Half • Milwaukee, WI • 2h ago

Description 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. Requirements - Demonstrated experience in trust administration, with strong working knowledge of revocable and irrevocable trusts and related fiduciary responsibilities.

Background in a legal, estate planning, fiduciary, or comparable trust-focused environment.

Proven ability to lead, coach, or supervise a small team while maintaining strong service standards.

Strong interpersonal skills with the ability to build lasting relationships with clients, colleagues, attorneys, accountants, and other partners.

Familiarity with investment-related concepts as they apply to trust account oversight and administration.

Experience supporting trust accounting activities such as reconciliations, general ledger review, journal entries, and cash management processes.

Ability to interpret governing documents, follow regulatory requirements, and manage sensitive matters with sound judgment and professionalism.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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