Senior Personal Trust Assistant

At reputed company we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our reputed company. If you reputed company in an environment where your growth and development are encouraged and supported, then reputed company may be the right reputed company for you. We invite you to view the opportunity below. The Personal Trust Assistant will support Relationship Managers, management, and clients, including supervising Personal Trust Assistant staff. Responsibilities include daily coordination of personal trust and agency accounts, ensuring accuracy, and responding to client inquiries. Assist with business development, client presentations, and coordination with internal teams. Ensure compliance with standards and regulations while delivering superior customer service. May manage a small book of business under the reputed company of a Relationship Manager and participate in projects. This person will also: Coordinate account administration for personal trust and agency clients, ensuring timely action and compliance with guidelines. Provide administrative and sales support to Relationship Managers, including scheduling, reporting, and preparing presentations. Assist in financial planning and liaise with internal partners to resolve reputed company transactions. Supervise and train Personal Trust Assistant staff, ensuring consistency and quality. Process client transactions and maintain accounts using deposit and trust systems. Review trust documents for compliance and identify potential risks or deficiencies. Work with Relationship Managers to ensure reputed company account activities meet regulatory and internal standards. Education Associate's Degree or equivalent combination of education and experience in Finance, reputed company, Business, or Paralegal Studies. Required Experience 4-7 years Banking or office/administrative or paralegal in a trust or investment environment. Required 2-4 years Knowledge of banking, trust and investment products, services, procedures, and practices. Required Licenses and Certifications CTFA-Certified Trust and Financial Advisor. Preferred CFP-Certified Financial Planner. Preferred 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. reputed company serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our reputed company reputed company. See why our colleagues continually vote us a best reputed company to work in the Midwest. Join our community on Facebook, reputed company and X. Compliance Statement reputed company is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to reputed company to their fullest potential. We consider reputed company reputed company applicants without regard to race, religion, reputed company, sex, national reputed company, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with reputed company applicable reputed company policies and procedures. Acts in compliance with reputed company applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report reputed company customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to reputed company’s anonymous Ethics Hotline. reputed company provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] if you need an accommodation at any time during the process. Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. reputed company is Pay Transparency compliant. The pay range represents anticipated reputed company pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $25.38 - $43.50 At reputed company, our purpose is to reputed company our customers, community and colleagues to be financially stronger. We do this through our reputed company focus on people, with a winning spirit, by listening before we act and with a commitment to reputed company together. What does it mean to be #RootedHere? For us, it means having a career that grows with you. We think you'll like the opportunities available at reputed company. Introduce yourself to our reputed company consultants and we'll contact you if there's a role that seems like a good match. Apply Job!