Personal Trust Assistant

Role Summary

As a Personal Trust Assistant, you will support Relationship Managers in delivering exceptional service to Personal Trust and agency clients. You will coordinate daily account administration, respond to client needs, and help ensure trust accounts are managed accurately and compliantly. This role offers an opportunity to build expertise in trust administration, client relationship management, and wealth services.

• Coordinate daily administration activities for personal trust and agency accounts to ensure timely and accurate service.
• Support Relationship Managers by preparing client materials, maintaining account information, and assisting with reporting and presentations.
• Process account transactions, including account openings and closings, distributions, bill payments, ACH transactions, and wire transfers.
• Partner with clients and internal teams to resolve inquiries, address operational issues, and deliver an outstanding customer experience.
• Maintain account records and documentation to support accuracy, completeness, and regulatory compliance.
• Collaborate with business partners across customer care, legal, credit, and operations to resolve complex requests and transactions.
• Monitor account activity and assist with compliance, risk management, and policy adherence requirements.
• Develop knowledge of trust administration, fiduciary practices, and relevant tax and legal considerations to support client needs.

• Associate degree in Business, Finance, Accounting, Paralegal Studies, or an equivalent combination of education and experience.
• 2+ years of experience in banking, office administration, customer service, or paralegal support.
• Strong organizational, communication, and problem‑solving skills.
• Ability to manage multiple priorities while maintaining attention to detail.

• Experience supporting trust, fiduciary, wealth management, or financial services clients.
• Familiarity with trust administration processes and financial account servicing.
• Experience working with client relationship management or financial planning systems.
• Knowledge of regulatory and compliance requirements within financial services.

• 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 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 participates in the E-Verify Program. E-Verify Notice. Know Your Right to Work. Associated Bank is Pay Transparency compliant.

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.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$19.15 - $32.83 per hour