Apply on Employer Site

Associated Bank · 2 hours ago

Trust Centralized Services Specialist

Green Bay, Wisconsin Metropolitan Area

Full-time

Onsite

Entry, Mid Level

$18.21/hr - $31.21/hr

2+ years exp

Associated Bank is committed to creating an inclusive culture that values diverse perspectives. The Trust Centralized Services Specialist will process administrative transactions and support trust administration partners to ensure a seamless client experience while adhering to compliance and regulatory standards.

BankingFinancial ServicesWealth Management

No H1B

Responsibilities

Process administrative transactions including account openings, maintenance, asset transfers, cash movements, client communications, and account closings

Review incoming forms and documentation to ensure accuracy, completeness, and compliance with policies and regulatory requirements

Coordinate receipts, deliveries, transfers, and re-registration of securities, and facilitate proceeds from real estate, insurance, and other assets

Monitor the Client Services shared mailbox and distribute work across functional teams, generating and tracking follow-up reports as needed

Facilitate timely and compliant distribution of assets during account closures, ensuring smooth transitions for clients

Generate templated client communications such as welcome letters, retention letters, and address updates

Initiate on-demand check printing and ensure proper authorization and documentation

Support daily ILIT administration by ensuring timely premium payments and required client notifications

Collaborate with business line, compliance, and audit teams to maintain adherence to established procedures and regulatory standards

Qualification

Trust operationsFinancial industry experienceRegulatory complianceClient communicationAdministrative transactionsBachelor's degreeTeam collaborationProblem-solving