Trust Operations Lead Specialist jobs in United States
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Associated Bank · 1 month ago

Trust Operations Lead Specialist

Associated Bank is committed to creating an inclusive culture where different perspectives are valued. The Trust Operations Lead Specialist will serve as the department’s subject matter expert, guiding daily workflow, mentoring colleagues, and enhancing procedures to ensure accuracy, efficiency, and regulatory compliance.

BankingFinancial ServicesWealth Management

Responsibilities

Lead daily Trust Operations workflow, ensuring all tasks are completed accurately and on time
Mentor colleagues through training, cross-training, and knowledge development to strengthen team expertise
Analyze processes and recommend updates that enhance efficiency, compliance, and alignment with Trust Company goals
Coordinate and oversee departmental projects, maintaining awareness of system updates and regulatory changes
Research escalated or unique operational issues and partner with trust administration and management to resolve them
Update and maintain procedures to support productivity, accountability, and audit/compliance requirements
Review and address exception reporting, applying sound judgment to ensure proper resolution
Support internal and external audits by providing expertise on Trust systems and operational processes

Qualification

Trust OperationsRegulatory ComplianceBusiness AnalysisMentoringProject CoordinationAccountingFinanceInvestmentsTeam CollaborationProblem Solving

Required

Associate degree in Business or Accounting (or equivalent experience)
3+ years of experience in trust, investments, finance, or accounting

Preferred

Bachelor's degree in Business or Accounting (or equivalent experience)
4+ years of experience specifically in trust or investments

Benefits

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.

Company

Associated Bank

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Associated Bank offers deposit and loan products.

Funding

Current Stage
Public Company
Total Funding
$300M
2024-11-14Post Ipo Equity· $300M
1978-01-13IPO

Leadership Team

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Andy Harmening
President and CEO
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Philip B. Flynn
President, Director & CEO
Company data provided by crunchbase