Trust Accounting & Client Statement Specialist

Associated Banc‑Corp; Green Bay (WI); On-site; USD 24,000 - 42,000; Full time

Job summary

Associated Bank in Green Bay, WI, seeks a skilled Trust Operations professional to oversee daily trust account processing, deposits, and postings. You will monitor client statements, coordinate releases, and support trust administration.

Responsibilities include handling wires, resolving out-of-balance items, and preparing quarterly Trust Tax reports. The role requires attention to detail and collaboration with Trust Administration teams.

Qualifications

• Associate's Degree or equivalent combination of education and experience accounting required.
• Associate's Degree or equivalent combination of education and experience finance required.
• Experience 2-4 years accounting or finance required.
• 4-7 years accounting, finance or trust operations preferred.

Responsibilities

• Oversee and balance cash processing packets and daily work to ensure timely and accurate deposits to the Trust Company’s checking account and reconciliation to the overall trust accounting system.
• Coordinate the release of client statements for all trust accounts on multiple specified frequencies through the vendor platform.
• Monitor and research out of balance client statements to ensure they are corrected prior to release date.
• Oversee incoming wires and verify all outgoing wires prior to posting and monitor wire confirmations.
• Order quarterly tax reports for the Trust Tax department.
• Manage supplies for the Trust Support Services department and maintain inventory.

Education

Associate's Degree or equivalent combination of education and experience - Accounting Required

Associate's Degree or equivalent combination of education and experience - Finance Required

Experience 2-4 years Accounting or Finance Required

4-7 years Accounting, Finance or Trust Operations Preferred

Job description

Associated Bank in Green Bay, WI, seeks a skilled Trust Operations professional to oversee daily trust account processing, deposits, and postings. You will monitor client statements, coordinate releases, and support trust administration.

Responsibilities include handling wires, resolving out-of-balance items, and preparing quarterly Trust Tax reports. The role requires attention to detail and collaboration with Trust Administration teams.