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capitalfirsttrust
The Senior Trust Officer - Wealth is responsible for the day-to-day management and administration of a wide variety of Wealth Management trust accounts. This role ensures compliance with applicable laws, regulations, policies, and procedures while maintaining high professionalism with beneficiaries and financial advisors. The position involves handling complex personal trust accounts, monitoring tax returns, and conducting annual account reviews.
Headquarters
Milwaukee, Wisconsin, United States
Company Size
11-50 employees
Founded
1999
Capital First Trust Company is an independent, South Dakota-chartered trust firm dedicated to delivering exceptional client service. It provides fiduciary and trust administration services along with a suite of specialized trusts, including advisor-friendly, settlement preservation, special needs, medical reversionary, and asset-protection trusts. The company supports wealth planning through case management, trusted administration, and concierge services tailored for individuals and financial advisors. With a fiduciary-first approach, Capital First aims to offer reliable, tailored trust solutions across its advisory and client networks.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for capitalfirsttrust.
11% below the average for this role