Senior Personal Trust Assistant
Company: Disability Solutions
Location: Green Bay
Posted on: January 28, 2025
Job Description:
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.We invite you to
view the opportunity below.The Personal Trust Assistant will
support Relationship Managers, management, and clients, including
supervising Personal Trust Assistant staff. Responsibilities
include daily coordination of personal trust and agency accounts,
ensuring accuracy, and responding to client inquiries. Assist with
business development, client presentations, and coordination with
internal teams. Ensure compliance with standards and regulations
while delivering superior customer service. May manage a small book
of business under the oversight of a Relationship Manager and
participate in projects. This person will also:
- Coordinate account administration for personal trust and agency
clients, ensuring timely action and compliance with
guidelines.
- Provide administrative and sales support to Relationship
Managers, including scheduling, reporting, and preparing
presentations.
- Assist in financial planning and liaise with internal partners
to resolve complex transactions.
- Supervise and train Personal Trust Assistant staff, ensuring
consistency and quality.
- Process client transactions and maintain accounts using deposit
and trust systems.
- Review trust documents for compliance and identify potential
risks or deficiencies.
- Work with Relationship Managers to ensure all account
activities meet regulatory and internal standards.Education
- Associate's Degree or equivalent combination of education and
experience in Finance, Accounting, Business, or Paralegal Studies.
RequiredExperience
- 4-7 years Banking or office/administrative or paralegal in a
trust or investment environment. Required
- 2-4 years Knowledge of banking, trust and investment products,
services, procedures, and practices. RequiredLicenses and
Certifications
- CTFA-Certified Trust and Financial Advisor. Preferred
- CFP-Certified Financial Planner. PreferredIn 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-focused Colleague Resource Groups.
- Competitive salaries with professional development and
advancement opportunities.
- Bonus benefits including well-being programs and incentives,
parental leave, an employee stock purchase plan, military benefits
and much more.
- Personal banking, loan, investment and insurance
benefits.Associated Bank serves more than 120 communities
throughout Wisconsin, Illinois and Minnesota 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 on Facebook, LinkedIn and X.Compliance
StatementAssociated 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 contact
leavesandaccommodations@associatedbank.com if you need an
accommodation at any time during the process.Associated Banc-Corp
is an Affirmative Action and Equal Opportunity Employer. Associated
Banc-Corp participates in the E-Verify Program. E-Verify Notice
English or Spanish. Know Your Right to Work English or
Spanish.Associated Bank is Pay Transparency compliant.
Keywords: Disability Solutions, Green Bay , Senior Personal Trust Assistant, Accounting, Auditing , Green Bay, Wisconsin
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