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ASSOCIATED BANK NA Personal Trust Assistant in MILWAUKEE, Wisconsin

JOB REQUIREMENTS: 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. We invite you to view the opportunity below. Support Relationship Managers and management with account administration for personal trust and agency relationships. Maintain accounts, ensure accuracy, respond to client inquiries, and assist in business development. Coordinate with internal partners to resolve issues and ensure compliance with standards and regulatory requirements. May manage a small book of business under supervision and participate in projects. Attend client meetings as needed. This person will also: Provide administrative and sales support, including scheduling, correspondence, reporting, and project assistance. Update internal systems, prepare sales presentations and client materials, assist in financial planning recommendations, and liaise with internal partners to resolve complex issues. Oversee daily account administration for personal trust and agency clients, ensuring prompt action and compliance. Manage client activity, transactions, documentation, and ongoing maintenance while communicating relevant information to Relationship Managers and internal partners. Work directly with clients to address complex questions and operational issues, providing superior customer service. Use online systems to manage client information, account activities, and transactions (e.g., bill payments, ACH, wires), ensuring compliance with trust documents and regulatory guidelines. Review the qualifications listed below: Education Associate\'s Degree or equivalent combination of education and experience in Business, Finance, Accounting, Paralegal or related field. Required Experience 4-7 years Banking or office/administrative or paralegal. Required Less than 2 years of Trust and Investment experience. Required Licenses and Certifications CTFA-Certified Trust and Financial Advisor. 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... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/DAE558D4EBC74A94

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