Base: $21.54 - $36.92 ph; bonus/equity: not specif...
Coordinate daily account administration
Resolve client inquiries
Maintain accurate record management
The Trust Associate supports Relationship Managers and Personal Trust clients by coordinating daily account administration, resolving client inquiries, and ensuring accurate record management
Job Summary
The Trust Associate supports Relationship Managers and Personal Trust clients by coordinating daily account administration, resolving client inquiries, and ensuring accurate record management.
This role plays a key part in delivering high-quality fiduciary services while maintaining compliance with trust documents and regulatory requirements.
At Associated Bank, you’ll join a collaborative team focused on delivering trusted financial guidance and exceptional client service, with opportunities to build expertise in trust administration, client relationship support, and financial planning tools.
Matching Summary
The Trust Associate supports Relationship Managers and Personal Trust clients by coordinating daily account administration, resolving client inquiries, and ensuring accurate record management.
Salary
Base: $21.54 - $36.92 per hour; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Coordinate daily account administration
Resolve client inquiries
Maintain accurate record management
Process trust account activity
Review trust documents and account assets
Monitor activity for compliance
Nice-to-have
Inclusive culture valuing diverse perspectives
Encouraged and supported growth
Collaborative team environment
Building strong client relationships
Key Requirements
Associate’s degree or equivalent experience
4+ years banking/office admin/paralegal experience
Less than 2 years trust/investment experience
Strong organizational, communication, client service skills