ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
capitalfirsttrust
The Trust Officer is responsible for the day-to-day administration of a diverse portfolio of trust accounts, including settlement, special needs, and court-supervised trusts, while ensuring compliance with applicable laws and regulations. This professional fiduciary provides responsive, relationship-centered service to clients and beneficiaries, guiding them through trust administration and distribution decisions. The role involves coordinating with various professionals to support beneficiaries and maintaining accurate records for a complex portfolio.
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.
37% above the average for this role