Personal Trust Assistant

Associated Bank - Corp; Green Bay (WI); On-site; USD 42,000 - 60,000; Full time

Job summary

Associated Bank in Green Bay, Wisconsin is seeking a Personal Trust Assistant to support Relationship Managers and management in daily account administration for personal trust and agency relationships. You will maintain client accounts, monitor activity, respond to inquiries, and help coordinate with internal partners to provide superior service.

You will also coordinate daily client activity, oversee transactions, document services, obtain required documentation, and assist in developing

Responsibilities

• Coordinate all aspects of daily account administration for personal trust and agency clients. Monitor situations to ensure prompt action and interact with Relationship Managers to coordinate daily client activity, oversee transaction processing, document services provided, handle inquiry resolutions, and obtain appropriate documentation.
• Work with Relationship Managers and internal partners to develop additional business, prepare client presentations, and coordinate with internal partners to ensure adherence to standards and regulatory requirements.

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.