Trust Centralized Services Specialist

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.

Join Associated Bank as a Trust Centralized Services Specialist and play a key role in supporting trust administration and delivering exceptional service to our clients. In this role, you'll manage critical account administration activities, ensure accurate processing of transactions, and help maintain compliance with trust and regulatory requirements. This is an excellent opportunity to expand your trust operations expertise and make a meaningful impact within a collaborative team.

• Manage trust account openings, maintenance activities, and account closures while ensuring accuracy and compliance.
• Review client documentation and forms for completeness and adherence to company policies and regulatory requirements.
• Process cash and asset transfers, securities transactions, account distributions, and cost basis adjustments.
• Monitor shared workflows, reporting tools, and open-item tracking to ensure timely completion of requests.
• Coordinate with trust administration, compliance, audit, and other business partners to resolve operational issues.
• Generate client communications, including welcome letters, retention notices, and other account-related correspondence.
• Facilitate on-demand check processing and distribution while maintaining appropriate controls and documentation.
• Support Irrevocable Life Insurance Trust (ILIT) administration by tracking payments, premiums, and required communications.

• Bachelor’s degree or an equivalent combination of education and experience.
• 2+ years of experience in the financial services industry.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Strong communication, organizational, and problem-solving skills.

• Bachelor’s degree.
• 2+ years of experience in the trust, brokerage, or wealth management industry.
• Knowledge of trust operations, account administration, and fiduciary processes.
• Experience working with regulatory, compliance, and audit requirements.

At Associated Bank, you'll be part of a collaborative team that values accuracy, service excellence, and continuous improvement. We invest in our employees through professional development opportunities, meaningful work, and the chance to build expertise within trust and wealth management operations. If you’re looking for a role where your contributions directly support clients and drive business success,

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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-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, 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.

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are…