Base: $21.54 - $36.92 ph; bonus/equity: not specif...
Not specified (assumed to be hybrid or onsite based on typical roles in banking)
Coordinate daily trust account administration
Process distributions and cash transactions
Review trust documents for compliance
Associated Banc-Corp is seeking a Senior Personal Trust Assistant to support Relationship Managers and Personal Trust clients through account administration, client inquiries, and compliance with fiduciary guidelines. The role requires strong organizational and communication skills, along with a background in banking or paralegal fields, and offers opportunities for professional growth in trust administration
Job Summary
The role supports Relationship Managers and Personal Trust clients by coordinating daily account administration and resolving inquiries.
Employees will process trust account activities including openings, closings, distributions, and various cash transactions while ensuring regulatory compliance.
The company offers competitive salaries, retirement savings plans, paid volunteer time, and opportunities for professional development in trust administration.
Matching Summary
Match Score: 75
Associated Banc-Corp is seeking a Senior Personal Trust Assistant to support Relationship Managers and Personal Trust clients through account administration, client inquiries, and compliance with fiduciary guidelines. The role requires strong organizational and communication skills, along with a background in banking or paralegal fields, and offers opportunities for professional growth in trust administration.
Salary
Base: $21.54 - $36.92 per hour; Bonus/Equity: Not specified; Benefits: 401(k), Pension, Paid time off, Employee stock purchase plan
Skills & Requirements
Must-have
Coordinate daily trust account administration
Process distributions and cash transactions
Review trust documents for compliance
Support relationship managers with client materials
Nice-to-have
Strong organizational and communication skills
Experience with financial planning tools
Ability to build strong client relationships
Familiarity with MoneyGuidePro software
Key Requirements
Associate's degree in Business, Finance, or related field
4+ years of banking, office administration, or paralegal experience
Less than 2 years of trust and investment experience