Personal Trust Assistant

ASSOCIATED BANK NA • Green Bay, WI • 4h ago

JOB REQUIREMENTS: 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. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary At Associated Bank, the Personal Trust Associate supports Relationship Managers and clients by coordinating daily trust and agency account administration. This role ensures accurate account maintenance, responsive client service, and strong compliance practices. It\'s a great opportunity to grow your expertise in trust administration while partnering across teams and building meaningful client relationships.Key Accountabilities Coordinate daily administration of personal trust and agency accounts, ensuring accuracy, timeliness, and proper documentation. Monitor account activity and initiate transactions including distributions, cash processing (wires, ACH, bill pay), and account openings/closures. Partner with Relationship Managers and internal teams to resolve complex client inquiries and operational issues. Prepare client materials, reports, and presentations; support business development efforts and maintain internal systems. Ensure compliance with internal policies, risk standards, and regulatory guidelines across all account activity. Maintain accurate records of discretionary payments, account reviews, and required documentation. Support administrative needs including scheduling, correspondence, and special projects. Education & Experience Required Associate\'s degree in Business, Finance, Accounting, Paralegal Studies, or related field; or equivalent combination of education and experience 2+ years of banking, office/administrative, or paralegal experience Strong attention to detail and ability to manage multiple priorities Preferred Experience supporting trust or wealth management accounts Working knowledge of trust systems and financial planning tools (e.g., MoneyGuidePro) Basic understanding of trust administration, tax, and legal requirements Why You\'ll Love Working Here At Associated Bank, you\'ll join a collaborative team committed to integrity,... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. *** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/CC1F6E664EAE42B6

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