Lead Personal Trust Assistant at Associated Bank - Corp

Job Description:

Latest job information from Associated Bank - Corp for the position of Lead Personal Trust Assistant. If the Lead Personal Trust Assistant vacancy in Wausau matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Associated Bank - Corp for the position of Lead Personal Trust Assistant below matches your qualifications.

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 Bank's Wealth Management team as a Lead Personal Trust Assistant, supporting Relationship Managers in delivering exceptional service to personal trust and agency clients. In this role, you'll coordinate daily account administration, oversee complex client requests, and ensure accuracy and compliance in all trust activities. You'll 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.

Preferred

• Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation.

Why You'll Love Working Here

At Associated Bank, you'll join a collaborative team dedicated to helping clients build and protect their financial legacies. We offer a culture that values growth, teamwork, and professional development-empowering you to make an impact every day. If you're passionate about trust administration and client service excellence, we'd 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 leave,anemployee 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 Midwest.Join our community onFacebook,LinkedInandX.

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 Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please 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

Job Info:

• Company: Associated Bank - Corp
• Position: Lead Personal Trust Assistant
• Work Location: Wausau
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Lead Personal Trust Assistant at the office Wausau above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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