Trust Centralized Services Specialist

Associated Bank

12d • $17 - $29

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 Join our Associated Bank Trust Operations team and help ensure a seamless experience for our clients. In this role, you’ll process key administrative transactions, support trust administration partners, and ensure accounts are opened, maintained, and closed accurately. This position offers the opportunity to deepen your expertise in trust operations while contributing to a high-impact, client-focused environment.

Requirements

• Bachelor’s degree or equivalent combination of education and experience
• 2+ years of experience in the financial industry

Nice To Haves

• Bachelor's degree
• 2+ years of experience in trust or brokerage operations

Responsibilities

• Process administrative transactions including account openings, maintenance, asset transfers, cash movements, client communications, and account closings.
• Review incoming forms and documentation to ensure accuracy, completeness, and compliance with policies and regulatory requirements.
• Coordinate receipts, deliveries, transfers, and re-registration of securities, and facilitate proceeds from real estate, insurance, and other assets.
• Monitor the Client Services shared mailbox and distribute work across functional teams, generating and tracking follow-up reports as needed.
• Facilitate timely and compliant distribution of assets during account closures, ensuring smooth transitions for clients.
• Generate templated client communications such as welcome letters, retention letters, and address updates.
• Initiate on-demand check printing and ensure proper authorization and documentation.
• Support daily ILIT administration by ensuring timely premium payments and required client notifications.
• Collaborate with business line, compliance, and audit teams to maintain adherence to established procedures and regulatory standards.

Benefits

• 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.

What This Job Offers

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