Careers
Careers
Fiduciary Partners Trust Company
At Fiduciary Partners Trust Company, collaboration, mutual respect, teamwork and integrity provide the foundation for everything we do. We are an independent trust company that has provided superior customer service for over 20 years. In collaboration with financial advisors, attorneys and their clients, we provide exemplary customer service and the peace of mind that comes from working with experts in trust administration and estate and trust settlement. Our partnerships begin with our internal team as we continually strive to provide our employees with the knowledge, mentoring and training needed to succeed and grow. Our staff is committed to working together to serve and support each other, our clients and the community.
Benefits
Fiduciary Partners offers group medical, dental and vision insurance, disability insurance, 401(k) plan with a company match and a generous paid time off (PTO) policy. If you are looking for a career in a growing trust administration and estate settlement services company, please view our open positions listed below.
Open Positions:
Estate and Trust Settlement Officer – Appleton, Brookfield, or Madison Location
This position will have primary administrative responsibility for settling decedents’ estates and revocable trusts by providing a full range of settlement-related administrative activities including but not limited to identifying, collecting, and valuing assets; preparing estate and trust accountings; reviewing and coordinating legal and tax matters; and the disposition of assets according to governing documents and laws.
For more information and/or to apply, please click here.
Personal Trust Administration Specialist – Appleton Location
The Personal Trust Administration Specialist will provide relationship management and account administration services for key relationships and supports other responsibilities of a Personal Trust Administrator. The position is responsible for a wide variety of administrative activities and includes significant contact with clients, beneficiaries, attorneys, investment managers, other professional advisors, and company personnel.
For more information and/or to apply, please click here.
VP of Personal Trust Administration – Brookfield Location
The Vice President of Personal Trust Administration will administer a wide range of complex personal trust accounts, building relationships with clients and other professional advisors. Leadership opportunities will be possible with the continued growth of the organization. This position is ideal for an experienced, senior level Trust Officer with a strong background in Personal Trust
For more information and/or to apply, please click here.
Personal Trust Administration Officer (Trust Officer) – Brookfield Location
The Personal Trust Administration Officer in our Brookfield location will represent Fiduciary Partners as a primary relationship manager. This position will administer a wide range of personal trust accounts, having significant contact with clients and their advisors in Madison and the surrounding areas. This position is ideal for a trust officer with independent personal trust account administration experience.
For more information and/or to apply, please click here.
The right fit.
If you think you’re the right fit for our growing team and share our values, please contact us or view our open positions.
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