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Personal Trust Assistant
Location:
Milwaukee, WI
Description:
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.Support Relationship Managers and management with account administration for personal trust and agency relationships. Maintain accounts, ensure accuracy, respond to client inquiries, and assist in business development. Coordinate with internal partners to resolve issues and ensure compliance with standards and regulatory requirements. May manage a small book of business under supervision and participate in projects. Attend client meetings as needed.This person will also: Provide administrative and sales support, including scheduling, correspondence, reporting, and project assistance. Update internal systems, prepare sales presentations and client materials, assist in financial planning recommendations, and liaise with internal partners to resolve complex issues. Oversee daily account administration for personal trust and agency clients, ensuring prompt action and compliance. Manage client activity, transactions, documentation, and ongoing maintenance while communicating relevant information to Relationship Managers and internal partners. Work directly with clients to address complex questions and operational issues, providing superior customer service. Use online systems to manage client information, account activities, and transactions (e.g., bill payments, ACH, wires), ensuring compliance with trust documents and regulatory guidelines.Review the qualifications listed below:Education Associate's Degree or equivalent combination of education and experience in Business, Finance, Accounting, Paralegal or related field. RequiredExperience 4-7 years Banking or office/administrative or paralegal. Required Less than 2 years of Trust and Investment experience. Required Licenses and Certifications CTFA-Certified Trust and Financial Advisor. 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 to individuals with disabilities throughout the application & interview process. Please contact XXXX@associatedbank.com if you need an accommodation at any time during the interview 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.
Company:
Disability Solutions
Posted:
May 16 on TopUSAJobs
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More About this Listing: Personal Trust Assistant
Personal Trust Assistant is a Clerical Assistant Job at Disability Solutions located in Milwaukee WI. Find other listings like Personal Trust Assistant by searching Oodle for Clerical Assistant Jobs.
Personal Trust Assistant is a Clerical Assistant Job at Disability Solutions located in Milwaukee WI. Find other listings like Personal Trust Assistant by searching Oodle for Clerical Assistant Jobs.