Senior Personal Trust Assistant

Associated Bank • Green Bay, WI

2d • $22 - $37 • Onsite

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.

Provide support to Relationship Manager(s) and management and their clients. This support includes responsibility for daily coordination of account administration for personal trust and agency relationships. Maintain accounts by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries. Assist Relationship Managers in developing additional business, making client presentations and coordinating with internal partners. Work with Relationship Managers to ensure adherence to standards and regulatory requirements. Working directly with clients and internal partners to solve problems and provide superior customer service. May participate in projects. May administer a small book of business of low to mid complexity with the oversight of a Relationship Manager. May attend client meetings.

Requirements

• Associate's Degree or equivalent combination of education and experience Business Required
• Associate's Degree or equivalent combination of education and experience Finance Required
• Associate's Degree or equivalent combination of education and experience Accounting Required
• Associate's Degree or equivalent combination of education and experience Paralegal Required
• 4-7 years Banking or office/administrative or paralegal. Required
• Less than 2 years Trust and investment. Required

Nice To Haves

• CTFA-Certified Trust and Financial Advisor Preferred

Responsibilities

• Provide general administrative and sales support to Relationship Managers and management. Administrative support may include scheduling, correspondence, reporting and other projects as assigned. Sales support may include monitoring and updating internal systems, reporting and preparing sales presentation and client materials as necessary. Perform MoneyGuide Pro data entry and assist with presentation generation. May assist Relationship Manager in creating financial planning recommendations. Act as a liaison with internal partners such as customer care, legal, credit, etc. to address and resolve complicated transactions and issues.
• Coordinate all aspects of daily account administration for personal trust and agency clients. Monitor situations to ensure prompt action. Interact with Relationship Managers and internal partners to coordinate daily client activity, oversee transaction processing, document services provided, handle inquiry resolutions, and obtain appropriate documentation. Communicate information on aspects of a client relationship to Relationship Manager(s) and other internal partners as needed. Perform ongoing maintenance while adhering to compliance guidelines. May participate in projects and process improvement efforts. May administer a small book of business of low to mid complexity with the oversight of a Relationship Manager.
• Work directly with Personal Trust customers in partnership with Relationship Managers and internal business partners to answer complex questions and solve operational issues while providing superior customer service.
• Use online deposit and trust systems to obtain vital client information to include but not limited to: opening and closing accounts, overseeing account distribution, documentation of discretionary payments and account reviews, and cash processing (bill payment, ACH, wires, etc); as well as performing various other service requests. Provide customer service and process daily transactions for Personal Trust clients as requested.
• Review and interpret trust documents to ensure compliance with the document’s provisions and fiduciary guidelines and laws; reviews list of assets in order to determine if any risk issues exist. Maintain an understanding of relevant tax laws and legal requirements applicable to trust administration in order to assist in resolving client issues as they relate to the trust agreement.
• Work with Relationship Managers and management to ensure all account activity and administration is in order in regards to compliance and risk management with established Associated Bank policy, procedure and business strategy as well as applicable regulatory guidelines.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree