Trust Operations Specialist

Associated Bank; Green Bay (WI); On-site; USD 25,000 - 43,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off to volunteer

Diversity-focused Colleague Resource G

Job summary

Associated Bank is seeking a detail-oriented Trust operations professional to support account administration, client onboarding, and ILIT activities. The role involves handling a variety of trust-related tasks, ensuring compliance, and maintaining accurate reports for timely decision-making.

Responsibilities include processing accounts, coordinating with Trust Administration and third parties, and managing communications.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• 2-3 years of experience in Financial Industry.
• Preferred: 2-3 years of experience in Trust or Brokerage Industry.

Responsibilities

• Process a variety of administrative transactions on customer accounts to support trust administration.
• Open new client accounts and review information for compliance with policies and regulatory requirements.
• Process, monitor, and update cost basis/carry value adjustments and asset restriction requests for Trust accounts.
• Monitor the Client Services shared mailbox and distribute work as needed.
• Close accounts when transferring or terminating and ensure proper distribution of assets and compliance.
• Prepare templated communications such as retention letters and welcome letters for Trust administration.
• Coordinate ILIT administration tasks including payment processing and correspondence.
• Coordinate with business lines, compliance, and audit to ensure procedures are followed.

Education

Bachelor's Degree or equivalent combination of education and experience

Bachelor's Degree

Job description

Associated Bank is seeking a detail-oriented Trust operations professional to support account administration, client onboarding, and ILIT activities. The role involves handling a variety of trust-related tasks, ensuring compliance, and maintaining accurate reports for timely decision-making.

Responsibilities include processing accounts, coordinating with Trust Administration and third parties, and managing communications.