Senior Personal Trust Assistant

Overview

Role

Summary:

The Person al Trust Associate supports Relationship Managers by coordinating daily account administration, ensuring accuracy, and delivering exceptional client service. In this role, you ll 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.

• 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.

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

At Associated Bank, you ll join a team committed to professionalism, collaboration, and doing what s right for our clients. You ll 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-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. Join our community on Facebook, Linked In and X.

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 contact leavesandacco if you need an accommodation at any time during the process.

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.

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 hour