Trust Operations Specialist, Centralized Services

Associated Banc‑Corp; Green Bay (WI); On-site; USD 37,000 - 65,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Volunteer time off

Diversity-focused colleague groups

Competitive salaries and development

Job summary

Associated Bank is seeking a Trust Centralized Services Specialist to support trust administration, ensure accurate processing of transactions, and help maintain regulatory compliance. You will work with trust administration, compliance, audit, and other partners to resolve issues and deliver exceptional service to clients.

Bachelor’s degree and 2+ years in financial services are preferred; strong attention to detail and the ability to manage multiple priorities in a fast-paced environment are

Qualifications

• Bachelor’s degree or an equivalent mix of education and experience.
• 2+ years in the financial services industry with detail orientation.
• Strong communication, organizational and problem-solving skills.

Responsibilities

• Manage trust account openings, maintenance activities, and account closures while ensuring accuracy and compliance.
• Review client documentation and forms for completeness and adherence to company policies and regulatory requirements.
• Process cash and asset transfers, securities transactions, account distributions, and cost basis adjustments.
• Monitor shared workflows, reporting tools, and open-item tracking to ensure timely completion of requests.
• Coordinate with trust administration, compliance, audit, and other business partners to resolve operational issues.
• Generate client communications, including welcome letters, retention notices, and other account-related correspondence.
• Facilitate on-demand check processing and distribution while maintaining appropriate controls and documentation.
• Support ILIT administration by tracking payments, premiums, and required communications.

Skills

Communication

Organizational

Problem-solving

Education

Bachelor’s degree or equivalent

Job description

Associated Bank is seeking a Trust Centralized Services Specialist to support trust administration, ensure accurate processing of transactions, and help maintain regulatory compliance. You will work with trust administration, compliance, audit, and other partners to resolve issues and deliver exceptional service to clients.

Bachelor’s degree and 2+ years in financial services are preferred; strong attention to detail and the ability to manage multiple priorities in a fast-paced environment are