Capital First Trust Company ยท 3 days ago
Business Development Associate
Milwaukee, WI
Full-time
Hybrid
Entry, Mid Level
2+ years expCapital First Trust Company is seeking a Business Development Associate to provide customer service and support to various stakeholders including settlement planners and investment advisors. The role involves managing the onboarding process for new trusts, responding to service requests, and collaborating with teams to ensure smooth client transitions.
FinanceFinancial ServicesService Industry
Responsibilities
Effectively manage trust onboarding process for new trust and trust transfer opportunities including but not limited to preparation, gathering, and review of all necessary documents and signatures to complete the Trust account opening, acceptance and installation process
Respond to referrals from the Business Development Team and follow up on service requests
Responsible for complete front-end set-up of new accounts, including in the trust accounting & CRM systems, before transferring trusts to trust officers
Prepare appropriate presentations for Trust Committee review, as necessary
Assist in the development and review of intake procedures and checklists
Partner and collaborate with Business Development and Trust Administration teams, settlement planners, financial advisors, broker dealers and other third parties including attorneys to ensure a smooth client transition
Qualification
Required
2+ years of technical expertise in the area of trust administration and client relations
Strong communication skills are a must
Some travel required for business development opportunities
Trust and estate or financial background
Strong analytical skills with high attention to detail and accuracy
Proficient in reviewing trust documents, trust proposals; case evaluation reports and case files
Proficient in Microsoft Office applications, trust accounting software and client relationship management (CRM) database
Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use
Excellent verbal, written and interpersonal communication skills with attention to detail and accuracy
Communicate effectively with clients, their attorneys, financial advisors and third-party professionals
Work effectively with others by establishing and maintaining positive working relationships
Ability to multitask effectively
Demonstrate accuracy and thoroughness in all areas of responsibility
Regularly update client interactions in CRM database
Successfully demonstrate superior client engagement as evidenced by positive feedback to Management
Strong sense of confidentiality
Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction
Swiftly refer problems/issues to the appropriate person(s) when necessary
Demonstrate visible commitment to the Company's core values and guiding principles and achieving results
Able to identify common attempts at information security scams, like email phishing
Preferred
Undergraduate degree/paralegal certificate preferred
Spanish speaking is a plus
Company
Capital First Trust Company
Capital First Trust Company offers case management, trust administration, vendors, and concierge services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kristin Beres, CPA
Chief Financial Officer and HR Director
Recent News
Seattle TechFlash
2025-09-12
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