Senior Trust Assistant

4 weeks ago


Wausau, Wisconsin, United States Disability Solutions Full time
Job Summary

Associated Bank is seeking a highly skilled Senior Trust Assistant to provide exceptional support to Relationship Managers and clients. As a key member of our team, you will be responsible for daily coordination of account administration, monitoring account records, and responding to client inquiries.

Key Responsibilities
  • Provide administrative and sales support to Relationship Managers, including scheduling, correspondence, and reporting.
  • Act as a liaison with internal partners to address and resolve complicated transactions and issues.
  • Coordinate daily account administration for personal trust and agency clients, monitoring situations to ensure prompt action.
  • Work directly with Personal Trust customers to answer complex questions and solve operational issues while providing superior customer service.
  • Use online deposit and trust systems to obtain vital client information and perform various service requests.

Requirements
  • Associate's Degree in Business, Finance, Accounting, or Paralegal, or equivalent combination of education and experience.
  • 4-7 years of banking or office/administrative experience, with less than 2 years in trust and investment.

Preferred Qualifications
  • CTFA-Certified Trust and Financial Advisor.

What We Offer
  • Competitive salaries with professional development and advancement opportunities.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Retirement savings including both 401(k) and Pension plans.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits, and more.

Compliance Statement

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.

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