Lead Personal Trust Assistant

Associated Bank

72d • $25 - $43

About The Position

As a Lead Personal Trust Assistant, you’ll support Relationship Managers and clients by coordinating all aspects of personal trust and agency account administration. You’ll ensure accuracy, compliance, and superior client service while helping manage daily operations and client relationships. This role offers opportunities to deepen your expertise in trust administration, contribute to process improvements, and grow your career in a trusted financial institution.

Requirements

• Experience in trust administration or related financial services.
• Strong attention to detail and compliance knowledge.
• Excellent communication and interpersonal skills.

Nice To Haves

• Previous experience in a financial institution.
• Familiarity with regulatory requirements in banking.

Responsibilities

• Support Relationship Managers and clients in personal trust and agency account administration.
• Ensure accuracy and compliance in all aspects of trust administration.
• Provide superior client service and manage daily operations.
• Contribute to process improvements within the trust administration team.

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 and an employee stock purchase plan.
• Military benefits and personal banking, loan, investment, and insurance benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees