Personal Trust Assistant
About The Position
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 At Associated Bank, the Personal Trust Associate supports Relationship Managers and clients by coordinating daily trust and agency account administration. This role ensures accurate account maintenance, responsive client service, and strong compliance practices. It’s a great opportunity to grow your expertise in trust administration while partnering across teams and building meaningful client relationships.
Requirements
- Associate’s degree in Business, Finance, Accounting, Paralegal Studies, or related field; or equivalent combination of education and experience
- 2+ years of banking, office/administrative, or paralegal experience
- Strong attention to detail and ability to manage multiple priorities
Nice To Haves
- Experience supporting trust or wealth management accounts
- Working knowledge of trust systems and financial planning tools (e.g., MoneyGuidePro)
- Basic understanding of trust administration, tax, and legal requirements
Responsibilities
- Coordinate daily administration of personal trust and agency accounts, ensuring accuracy, timeliness, and proper documentation.
- Monitor account activity and initiate transactions including distributions, cash processing (wires, ACH, bill pay), and account openings/closures.
- Partner with Relationship Managers and internal teams to resolve complex client inquiries and operational issues.
- Prepare client materials, reports, and presentations; support business development efforts and maintain internal systems.
- Ensure compliance with internal policies, risk standards, and regulatory guidelines across all account activity.
- Maintain accurate records of discretionary payments, account reviews, and required documentation.
- Support administrative needs including scheduling, correspondence, and special projects.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
