Senior Personal Trust Assistant
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Job Location:
Madison, OH - USA
Hourly Salary:
$ 21 - 36
Posted on:
Yesterday
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 SummaryThe Personal Trust Associate supports Relationship Managers by coordinating daily account administration ensuring accuracy and delivering exceptional client this role youll work directly with clients internal partners and fiduciary documents to facilitate trust activity and resolve account needs. This position offers opportunities to strengthen trust administration expertise and contribute to client relationship growth.
Key Accountabilities
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.
Education & Experience
Required
Associate degree in Business Finance Accounting or Paralegal studies (or equivalent experience)
4 years banking office/administrative or paralegal experience
Less than 2 years trust and investment experience
Preferred
CTFA certification
Why Youll Love Working Here
At Associated Bank youll join a team committed to professionalism collaboration and doing whats right for our clients. Youll have opportunities to deepen your trust and fiduciary expertise while contributing to meaningful client relationships.
Apply today to make an impact and grow your career with us.
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.
$21.44 - $36.76 per hourRequired Experience:
Senior IC
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.
