Senior Personal Trust Assistant

Job description

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: 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. It offers the opportunity to deepen expertise in trust administration while building strong client and internal partner relationships. Key Accountabilities Coordinate daily administration for personal trust and agency accounts, ensuring timely transaction processing, documentation, and record accuracy. Support Relationship Managers with cl...