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Associated Bank · 1 month ago

Senior Personal Trust Assistant

Madison 8040 Excelsior

Full-time

Onsite

Mid, Senior Level

$21.44/hr - $36.76/hr

4+ years exp

Associated Bank is committed to creating an inclusive culture where different perspectives are valued. The Personal Trust Associate supports Relationship Managers by coordinating daily account administration, ensuring accuracy, and delivering exceptional client service, while also working directly with clients and internal partners to facilitate trust activity and resolve account needs.

BankingFinancial ServicesWealth Management

Responsibilities

Support Relationship Managers with scheduling, reporting, correspondence, and preparing client presentations and sales materials

Manage daily administration of personal trust and agency accounts, ensuring timely processing, documentation accuracy, and compliance

Partner with clients and internal teams to resolve complex inquiries and deliver high-quality customer service

Use trust and deposit systems to process transactions, maintain account information, and manage activities such as distributions, ACH, wires, and bill payments

Review and interpret trust documents to ensure compliance with fiduciary standards, risk guidelines, and legal requirements

Collaborate with Relationship Managers to maintain account accuracy, support compliance efforts, and coordinate client communications

Participate in projects and process improvements, and support a small book of low- to mid-complexity accounts under supervision

Qualification

Trust administrationCTFA certificationBanking experienceOffice administrationParalegal experienceClient serviceCompliance knowledgeCommunication skills