Trust Centralized Services Specialist

Associated Bank • Green Bay, WI

22h • $18 - $31 • 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. Join Associated Bank as a Trust Centralized Services Specialist and play a key role in supporting trust administration and delivering exceptional service to our clients. In this role, you'll manage critical account administration activities, ensure accurate processing of transactions, and help maintain compliance with trust and regulatory requirements. This is an excellent opportunity to expand your trust operations expertise and make a meaningful impact within a collaborative team.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• 2+ years of experience in the financial services industry.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Strong communication, organizational, and problem-solving skills.

Nice To Haves

• Bachelor’s degree.
• 2+ years of experience in the trust, brokerage, or wealth management industry.
• Knowledge of trust operations, account administration, and fiduciary processes.
• Experience working with regulatory, compliance, and audit requirements.

Responsibilities

• Manage trust account openings, maintenance activities, and account closures while ensuring accuracy and compliance.
• Review client documentation and forms for completeness and adherence to company policies and regulatory requirements.
• Process cash and asset transfers, securities transactions, account distributions, and cost basis adjustments.
• Monitor shared workflows, reporting tools, and open-item tracking to ensure timely completion of requests.
• Coordinate with trust administration, compliance, audit, and other business partners to resolve operational issues.
• Generate client communications, including welcome letters, retention notices, and other account-related correspondence.
• Facilitate on-demand check processing and distribution while maintaining appropriate controls and documentation.
• Support Irrevocable Life Insurance Trust (ILIT) administration by tracking payments, premiums, and required communications.

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: Mid Level