Personal Trust Coordinator: Client Service & Compliance

Associated Banc‑Corp

United States

In loco

USD 54.928.000 - 94.071.000

Tempo pieno

7 giorni fa

Candidati tra i primi

Generatore di candidature

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro — un curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

Supera i filtri ATS

Vantaggi offerti da questo lavoro

Retirement savings (401(k) and Pension

Volunteer time off

Diversity-focused resource groups

Competitive salary with development

Well-being programs and incentives

Personal banking, loan, investment and

Descrizione del lavoro

Associated Bank is seeking a Personal Trust Assistant to support Relationship Managers and manage daily client account administration for personal trust and agency relationships. You will coordinate account activity, monitor records, and respond to client inquiries while collaborating with internal partners to ensure compliance and superior service.

Responsibilities include assisting with client presentations, processing transactions, and maintaining documentation.

Competenze

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.

Mansioni

Coordinate daily account administration for personal trust and agency clients.
Support Relationship Managers with client presentations and sales activities.
Process daily transactions and monitor account records for accuracy and completeness.
Ensure adherence to compliance guidelines and regulatory requirements.
Provide customer service and respond to client inquiries.