Trust Operations & Statements Specialist

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

Benefits offered by this job

401(k) and Pension plans

Paid time off

Employee resource groups

Job summary

Associated Bank is seeking a detail-oriented professional to oversee trust operations, including cash processing, statement management, and wire activity. The role requires coordinating statement production, ensuring timely distribution, and maintaining accurate trust accounting entries.

The position involves reviewing and correcting statements, managing internal communications, and supporting the Trust Tax department.

Qualifications

• Education: Associate’s Degree or equivalent combination of education and experience.

Responsibilities

• Oversee and balance cash processing packets and daily work for deposits to Trust Company accounts and reconcile with the trust accounting system.
• Coordinate release of client statements on multiple frequencies, ensure files reach the vendor, and verify year-end statements and regulatory messages.
• Monitor and correct out-of-balance statements prior to release, distribute off-cycle statements, and ensure timely production.
• Oversee incoming/outgoing wires, verify posts, and resolve rejected wires.
• Review trust payments system transactions and ensure completeness of new setup requests.

Education

Associate’s Degree

Equivalent education/experience

Job description

Associated Bank is seeking a detail-oriented professional to oversee trust operations, including cash processing, statement management, and wire activity. The role requires coordinating statement production, ensuring timely distribution, and maintaining accurate trust accounting entries.

The position involves reviewing and correcting statements, managing internal communications, and supporting the Trust Tax department.