Personal Trust Assistant

associatedbank; Green Bay (WI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Paid time off

Diversity groups

Job summary

Associated Bank in Green Bay, WI is seeking a Personal Trust Assistant to support Relationship Managers and manage daily account administration for personal trust and agency clients. You will coordinate client activity, assist with documentation, and ensure compliance while delivering superior customer service.

The role involves administrative and sales support, use of trust systems, and interaction with internal partners to resolve complex transactions.

Qualifications

• Associate's Degree or equivalent combination of education and experience in Business, Finance, Accounting, or Paralegal Studies.
• 2-4 years of banking, office/administrative, or paralegal experience.

Responsibilities

• Coordinate all aspects of daily account administration for personal trust and agency clients, monitor situations for prompt action, and coordinate daily client activity with Relationship Managers and internal partners.
• Provide general administrative and sales support to Relationship Managers and management, including scheduling, correspondence, reporting, and client materials; may include MoneyGuide Pro data entry.
• Use online deposit and trust systems to obtain vital customer information, open/close accounts, oversee distributions, document discretionary payments, and process daily transactions.
• Work with Personal Trust clients alongside Relationship Managers to answer complex questions and resolve operational issues with superior service.
• Ensure compliance and risk management align with Associated Bank policies and regulatory guidelines in all account activity.
• Maintain basic understanding of tax laws and trust administration requirements to assist with client issues.

Skills

Administrative support

Customer service

Communication

Regulatory compliance

Relationship management

Education

Associate's Degree or equivalent in Business/Finance/Accounting/Paralegal

Job 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.

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.

The Personal Trust Assistant will provide support to Relationship Manager(s) and management and their clients. This support includes responsibility for daily coordination of account administration for personal trust and agency relationships. Maintain accounts by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries. Assist Relationship Managers in developing additional business, preparing client presentations and coordinating with internal partners. Work with Relationship Managers to ensure adherence to standards and regulatory requirements. Working directly with clients and internal partners to solve problems and provide superior customer service.

This person will also:

• Coordinate all aspects of daily account administration for personal trust and agency clients. Monitor situations to ensure prompt action. Interact with Relationship Managers and internal partners to coordinate daily client activity, oversee transaction processing, document services provided, handle inquiry resolutions, and obtain appropriate documentation. Communicate information on aspects of a customer relationship to Relationship Manager(s) and other internal partners as needed. Perform ongoing maintenance while adhering to compliance guidelines.
• Provide general administrative and sales support to Relationship Managers and management. Administrative support may include scheduling, correspondence, reporting and other projects as assigned. Sales support may include monitoring and updating internal systems, reporting and preparing sales presentations and client materials as necessary. May perform MoneyGuide Pro data entry. Act as a liaison with internal partners such as customer care, legal, credit, etc. to address and resolve complicated transactions and issues.
• Use online deposit and trust systems to obtain vital customer information to include but not limited to: opening and closing accounts, overseeing account distribution, documentation of discretionary payments and account reviews, and cash processing (bill payment, wires, ACH, etc), as well as performing various other service requests. Provide customer service and process daily transactions for Personal Trust clients as requested.
• Work directly with Personal Trust clients in partnership with Relationship Managers and internal business partners to answer complex questions and solve operational issues while providing superior customer service.
• Work with Relationship Managers and management to ensure all account activity and administration is in order in regards to compliance and risk management with established Associated Bank policy, procedure and business strategy as well as applicable regulatory guidelines.
• Maintain a basic understanding of relevant tax laws and legal requirements applicable to trust administration in order to assist in resolving client issues as they relate to the trust agreement.

Education

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

Experience

2-4 years of banking, office/administrative, or paralegal experience. Required

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

Benefits

• 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-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri 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 on Facebook , LinkedIn and X .

Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence ("AI") or automated technologies to collect, organize, sort,