Trust Administration Coordinator

Associated Banc‑Corp; Green Bay (WI); On-site; USD 26,000 - 45,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Volunteer time off

Job summary

Associated Bank in Green Bay, WI is seeking a Personal Trust Assistant to provide support to Relationship Managers and clients, coordinating daily account administration for personal trust and agency accounts. You will monitor transactions, initiate account activity, and ensure records are accurate while responding to client inquiries with professionalism.

You will assist Relationship Managers in preparing client presentations, coordinating with internal partners, and performing MoneyGuide Pro

Qualifications

• Associate's degree or equivalent in Business, Finance, Accounting, or Paralegal Studies.
• 2–4 years of banking, office/administrative, or paralegal experience.
• We welcome applicants including people returning to the workforce, those with disabilities, and veterans.

Responsibilities

• Coordinate daily account administration for personal trust and agency clients.
• Assist Relationship Managers with client presentations and sales support.
• Process daily transactions and maintain accurate client records.
• Collaborate with internal partners to resolve complex inquiries and ensure compliance.

Skills

Banking

Office/Administrative

Paralegal

Education

Associate's Degree or equivalent

Tools

MoneyGuide Pro

Job description

Associated Bank in Green Bay, WI is seeking a Personal Trust Assistant to provide support to Relationship Managers and clients, coordinating daily account administration for personal trust and agency accounts. You will monitor transactions, initiate account activity, and ensure records are accurate while responding to client inquiries with professionalism.

You will assist Relationship Managers in preparing client presentations, coordinating with internal partners, and performing MoneyGuide Pro