Senior Personal Trust Assistant
Associated Bank, Marshfield, WI, United States
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.***Role Summary
The Trust Associate supports Relationship Managers and Personal Trust clients by coordinating daily account administration, resolving client inquiries, and ensuring accurate record management. This role plays a key part in delivering high-quality fiduciary services while maintaining compliance with trust documents and regulatory requirements. It offers the opportunity to deepen expertise in trust administration while building strong client and internal partner relationships.**Key Accountabilities*** **Coordinate** daily administration for personal trust and agency accounts, ensuring timely transaction processing, documentation, and record accuracy.* **Support** Relationship Managers with client service activities, presentations, financial planning materials, and updates within internal systems.* **Respond** to client inquiries and operational issues by partnering with internal teams such as customer care, legal, and credit to deliver timely resolutions.* **Process** trust account activity including account openings and closings, distributions, discretionary payment documentation, and cash transactions (ACH, wires, bill pay).* **Review** trust documents and account assets to help ensure compliance with fiduciary guidelines, legal requirements, and internal policies.* **Maintain** accurate account records and monitor activity to ensure compliance with regulatory standards and risk management procedures.* **Assist** with financial planning inputs and reporting, including data entry in MoneyGuidePro and preparation of client materials.* **Administer** a small portfolio of lower-complexity accounts with oversight from a Relationship Manager and participate in client meetings when appropriate.**Education & Experience****Required*** Associate’s degree in Business, Finance, Accounting, Paralegal Studies, or equivalent combination of education and experience* 4+ years of banking, office administration, or paralegal experience* Less than 2 years of trust and investment experience* Strong organizational, communication, and client service skills**Preferred*** Experience supporting trust administration or fiduciary services* Familiarity with trust systems, financial planning tools (such as MoneyGuidePro), or banking operations* Experience reviewing legal or trust documentation**Why You’ll Love Working Here**
At Associated Bank, you’ll join a collaborative team focused on delivering trusted financial guidance and exceptional client service. We invest in your growth with opportunities to build expertise in trust administration, client relationship support, and financial planning tools. Your work directly supports meaningful client relationships and long-term financial outcomes.**Apply today to make an impact.**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. Join our community on ,
and .**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.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 leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice . Know Your Right to Work
or .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.$21.54 - $36.92 per hourAt Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.### Get In TouchIntroduce yourself to our talent acquisition consultants and we'll contact you if there's a role that seems like a good match. #J-18808-Ljbffr
The Trust Associate supports Relationship Managers and Personal Trust clients by coordinating daily account administration, resolving client inquiries, and ensuring accurate record management. This role plays a key part in delivering high-quality fiduciary services while maintaining compliance with trust documents and regulatory requirements. It offers the opportunity to deepen expertise in trust administration while building strong client and internal partner relationships.**Key Accountabilities*** **Coordinate** daily administration for personal trust and agency accounts, ensuring timely transaction processing, documentation, and record accuracy.* **Support** Relationship Managers with client service activities, presentations, financial planning materials, and updates within internal systems.* **Respond** to client inquiries and operational issues by partnering with internal teams such as customer care, legal, and credit to deliver timely resolutions.* **Process** trust account activity including account openings and closings, distributions, discretionary payment documentation, and cash transactions (ACH, wires, bill pay).* **Review** trust documents and account assets to help ensure compliance with fiduciary guidelines, legal requirements, and internal policies.* **Maintain** accurate account records and monitor activity to ensure compliance with regulatory standards and risk management procedures.* **Assist** with financial planning inputs and reporting, including data entry in MoneyGuidePro and preparation of client materials.* **Administer** a small portfolio of lower-complexity accounts with oversight from a Relationship Manager and participate in client meetings when appropriate.**Education & Experience****Required*** Associate’s degree in Business, Finance, Accounting, Paralegal Studies, or equivalent combination of education and experience* 4+ years of banking, office administration, or paralegal experience* Less than 2 years of trust and investment experience* Strong organizational, communication, and client service skills**Preferred*** Experience supporting trust administration or fiduciary services* Familiarity with trust systems, financial planning tools (such as MoneyGuidePro), or banking operations* Experience reviewing legal or trust documentation**Why You’ll Love Working Here**
At Associated Bank, you’ll join a collaborative team focused on delivering trusted financial guidance and exceptional client service. We invest in your growth with opportunities to build expertise in trust administration, client relationship support, and financial planning tools. Your work directly supports meaningful client relationships and long-term financial outcomes.**Apply today to make an impact.**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. Join our community on ,
and .**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.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 leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice . Know Your Right to Work
or .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.$21.54 - $36.92 per hourAt Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.### Get In TouchIntroduce yourself to our talent acquisition consultants and we'll contact you if there's a role that seems like a good match. #J-18808-Ljbffr