Senior Trust Operations Coordinator

3 weeks ago


Green Bay, Wisconsin, United States Disability Solutions Full time

Company Overview

Associated Bank is a leading financial institution serving over 120 communities throughout Wisconsin, Illinois, and Minnesota.

We pride ourselves on creating an inclusive culture where diverse perspectives are valued and recognized as strengths critical to our success.

Salary: $70,000 - $90,000 per year, depending on experience

Job Description

The Senior Personal Trust Assistant will play a key role in supporting Relationship Managers, management, and clients by coordinating daily activities related to personal trust and agency accounts.

Responsibilities include ensuring accuracy, responding to client inquiries, and assisting with business development, client presentations, and internal team coordination.

The successful candidate will also be responsible for supervising Personal Trust Assistant staff, training them to ensure consistency and quality.

Required Skills and Qualifications

  • Associate's Degree or equivalent combination of education and experience in Finance, Accounting, Business, or Paralegal Studies
  • 4-7 years of banking or office/administrative or paralegal experience in a trust or investment environment
  • 2-4 years of knowledge of banking, trust, and investment products, services, procedures, and practices
  • CTFA-Certified Trust and Financial Advisor (preferred)
  • CFP-Certified Financial Planner (preferred)

Benefits

  • Retirement savings including both 401(k) and Pension plans
  • Paid time off to volunteer in your community
  • Opportunities to connect with others through 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

Others

Associated Bank is committed to creating a diverse workforce and supports a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.



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