Senior Personal Trust Assistant

Associated Bank, NA(2 months ago)

HybridFull TimeMedior$43,080 - $73,840Trust Services

About this role

The Personal Trust Associate at Associated Bank supports Relationship Managers and helps ensure smooth day-to-day administration of personal trust and agency accounts. The role involves direct interaction with clients and internal partners to facilitate trust activity and address account needs while building expertise in trust administration. It also provides exposure to fiduciary documentation and supports growth of client relationships.

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Required Skills

Trust Administration
Client Service
Account Management
Transaction Processing
ACH
Wire Transfers
Bill Pay
Fiduciary Documents
Compliance
Risk Management

+4 more

Qualifications

Associate Degree in Business
Associate Degree in Finance
Associate Degree in Accounting
Associate Degree in Paralegal Studies
CTFA

About Associated Bank, NA

associatedbank.com

Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.

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