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Personal Trust Assistant

Associated Bank - Corp | Milwaukee, WI, US, 53202

Salary Range:$29,000 – $37,000 Salary range estimated by Zippia

Posted 2 days ago


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Description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

We invite you to view the opportunity below.

Support Relationship Managers and management with account administration for personal trust and agency relationships. Maintain accounts, ensure accuracy, respond to client inquiries, and assist in business development. Coordinate with internal partners to resolve issues and ensure compliance with standards and regulatory requirements. May manage a small book of business under supervision and participate in projects. Attend client meetings as needed.

This person will also:

  • Provide administrative and sales support, including scheduling, correspondence, reporting, and project assistance. Update internal systems, prepare sales presentations and client materials, assist in financial planning recommendations, and liaise with internal partners to resolve complex issues.

  • Oversee daily account administration for personal trust and agency clients, ensuring prompt action and compliance. Manage client activity, transactions, documentation, and ongoing maintenance while communicating relevant information to Relationship Managers and internal partners.

  • Work directly with clients to address complex questions and operational issues, providing superior customer service. Use online systems to manage client information, account activities, and transactions (e.g., bill payments, ACH, wires), ensuring compliance with trust documents and regulatory guidelines.

Review the qualifications listed below:

Education

  • Associate's Degree or equivalent combination of education and experience in Business, Finance, Accounting, Paralegal or related field. Required

Experience

  • 4-7 years Banking or office/administrative or paralegal. Required

  • Less than 2 years of Trust and Investment experience. Required

Licenses and Certifications

  • CTFA-Certified Trust and Financial Advisor. Preferred

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please you need an accommodation at any time during the interview process.

Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

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