Lead Personal Trust Assistant
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Job Location:
St. Louis, MO - USA
Hourly Salary:
$ 25 - 43
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role SummaryJoin Associated Banks Wealth Management team as a Lead Personal Trust Assistant supporting Relationship Managers in delivering exceptional service to personal trust and agency this role youll coordinate daily account administration oversee complex client requests and ensure accuracy and compliance in all trust activities. Youll have the opportunity to grow your expertise in trust and estate administration while helping clients achieve their financial goals.
Key Accountabilities
Coordinate all aspects of daily account administration for personal trust and agency clients ensuring accuracy and compliance.
Partner with Relationship Managers and internal teams to resolve client inquiries and deliver high-quality service.
Support Relationship Managers through administrative and sales assistance including preparing reports and presentation materials.
Lead and mentor Personal Trust Assistant staff managing workflow quality and training initiatives.
Review trust documents and account assets to identify risks and ensure adherence to fiduciary standards and legal requirements.
Execute account transactions such as openings distributions and payments using online trust systems.
Collaborate with management to maintain compliance with policies procedures and regulatory guidelines.
Participate in projects and process improvement initiatives to enhance efficiency and client experience.
Education & Experience
Required
Associate degree in Business Finance Accounting Paralegal Studies or equivalent experience.
4 years of experience in banking office administration or paralegal work in a trust or investment environment.
2 years of knowledge in trust banking or investment products services and practices.
Why Youll Love Working Here
At Associated Bank youll join a collaborative team dedicated to helping clients build and protect their financial legacies. We offer a culture that values growth teamwork and professional developmentempowering you to make an impact every day. If youre passionate about trust administration and client service excellence wed love to have you on our team.
Apply today to grow your career and make a difference with Associated Bank.
In 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-focusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
Personal banking loan investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin Illinois Minnesota and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInandX.
Compliance Statement
Associated 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 Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.
$25.38 - $43.50 per hour
Key Skills
- Senior Care
- Time Management
- Google Docs
- Hoyer Lift
- QuickBooks
- Infection Control Training
- Caregiving
- Office Experience
- Personal Assistant Experience
- Home Care
- Alzheimers Care
- Administrative Experience
About Company
Get your checking account, savings account, or loan at Associated Bank. Online bill pay, online banking, overdraft protection, and more. 24/7/365 customer care.
