Senior Personal Trust Assistant

Associated Bank; Green Bay (WI); On-site; USD 30,307 - 50,971; Full time

Benefits offered by this job

401(k) plan

Pension plan

Volunteer time off

Colleague Resource Groups

Employee stock purchase plan

Job summary

Associated Bank is seeking a Personal Trust Associate in Green Bay to support Relationship Managers and deliver exceptional service to Personal Trust and agency clients. You will coordinate daily trust account administration, resolve client issues, and ensure accounts are managed accurately and compliantly.

The role offers opportunities to expand fiduciary expertise while building strong client and partner relationships.

Qualifications

• Associate's degree and 4+ years banking/office administration/paralegal experience.
• Less than 2 years of trust and investment experience.
• Strong organizational, communication, and relationship-building skills.

Responsibilities

• Coordinate daily administration activities for personal trust and agency accounts, ensuring timely and accurate execution of client requests.
• Support Relationship Managers with client service, financial planning materials, presentations, reporting, and business development efforts.
• Manage account maintenance activities, including account openings and closings, cash processing, distributions, and documentation updates.
• Partner with clients and internal teams to resolve operational issues and deliver an exceptional customer experience.
• Review trust documents and account information to support compliance with fiduciary standards, legal requirements, and trust provisions.
• Monitor account activity and records to ensure accuracy, completeness, and adherence to risk and regulatory guidelines.
• Collaborate with internal partners across legal, credit, customer care, and other areas to address complex transactions and service needs.
• Assist with process improvements, special projects, and administration of a small portfolio of trust relationships under guidance.

Skills

Relationship-building

Communication

Organization

Education

Associate's degree in Business/Finance/Accounting/Paralegal Studies

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.

Join Associated Bank as a Personal Trust Associate, where you'll support Relationship Managers and help deliver exceptional service to Personal Trust and agency clients. In this role, you will coordinate daily trust account administration, solve complex client issues, and ensure accounts are managed accurately and compliantly. This position offers opportunities to expand your trust and fiduciary expertise while building strong client and partner relationships.

• Coordinate daily administration activities for personal trust and agency accounts, ensuring timely and accurate execution of client requests.
• Support Relationship Managers with client service, financial planning materials, presentations, reporting, and business development efforts.
• Manage account maintenance activities, including account openings and closings, cash processing, distributions, and documentation updates.
• Partner with clients and internal teams to resolve operational issues and deliver an exceptional customer experience.
• Review trust documents and account information to support compliance with fiduciary standards, legal requirements, and trust provisions.
• Monitor account activity and records to ensure accuracy, completeness, and adherence to risk and regulatory guidelines.
• Collaborate with internal partners across legal, credit, customer care, and other areas to address complex transactions and service needs.
• Assist with process improvements, special projects, and administration of a small portfolio of trust relationships under guidance.

Required

Education & Experience

• Associate's degree in Business, Finance, Accounting, Paralegal Studies, or an equivalent combination of education and experience.
• 4+ years of banking, office administration, or paralegal experience.
• Less than 2 years of trust and investment experience.
• Strong organizational, communication, and relationship-building skills.

Preferred

• Certified Trust and Financial Advisor (CTFA) designation.
• Experience working with trust administration, fiduciary services, or wealth management clients.
• Knowledge of trust regulations, fiduciary standards, and trust account administration.

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.

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, 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 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 throughout the application, interview and hiring process. Please contact [e-mail] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$21.54 - $36.92 per hour