Senior Personal Trust Assistant - Green Bay Wisconsin

Company: Disability Solutions
Location: Green Bay, Wisconsin
Posted On: 01/17/2025

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.The Personal Trust Assistant will support Relationship Managers, management, and clients, including supervising Personal Trust Assistant staff. Responsibilities include daily coordination of personal trust and agency accounts, ensuring accuracy, and responding to client inquiries. Assist with business development, client presentations, and coordination with internal teams. Ensure compliance with standards and regulations while delivering superior customer service. May manage a small book of business under the oversight of a Relationship Manager and participate in projects. This person will also:

• Coordinate account administration for personal trust and agency clients, ensuring timely action and compliance with guidelines.
• Provide administrative and sales support to Relationship Managers, including scheduling, reporting, and preparing presentations.
• Assist in financial planning and liaise with internal partners to resolve complex transactions.
• Supervise and train Personal Trust Assistant staff, ensuring consistency and quality.
• Process client transactions and maintain accounts using deposit and trust systems.
• Review trust documents for compliance and identify potential risks or deficiencies.
• Work with Relationship Managers to ensure all account activities meet regulatory and internal standards.Education
  • Associate's Degree or equivalent combination of education and experience in Finance, Accounting, Business, or Paralegal Studies. RequiredExperience
    • 4-7 years Banking or office/administrative or paralegal in a trust or investment environment. Required
    • 2-4 years Knowledge of banking, trust and investment products, services, procedures, and practices. RequiredLicenses and Certifications
      • CTFA-Certified Trust and Financial Advisor. Preferred
      • CFP-Certified Financial Planner. PreferredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.
        • Retirement savings including both 401(k) and Pension plans.
        • Paid time off to volunteer in your community.
        • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
        • Competitive salaries with professional development and advancement opportunities.
        • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
        • Personal banking, loan, investment and insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant. More...

              

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