Lead Personal Trust Assistant

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.

• Coordinate daily account administration for personal trust and agency clients, ensuring accuracy, timeliness, and compliance.

• Support Relationship Managers with client inquiries, transaction processing, and documentation to deliver exceptional service.

• Collaborate with internal partners to resolve complex client issues and streamline administrative processes.

• Lead and mentor Personal Trust Assistant staff, including training, workflow coordination, and performance discussions.

• Review trust documents to ensure compliance with fiduciary standards, legal requirements, and internal policies.

• Manage account activities such as opening and closing accounts, processing transactions, and maintaining records.

• Assist with business development by preparing client presentations and supporting financial planning activities.

• Participate in projects and initiatives focused on improving efficiency, service quality, and client satisfaction.

Required:

• Associate's degree in Business, Finance, Accounting, or Paralegal studies, or equivalent experience.

• 4+ years of experience in banking, paralegal, trust, or investment administration, including customer service or operations support.

• 2+ years of knowledge in trust and investment products, services, and procedures.

Preferred:

• Experience supervising or mentoring administrative staff in a financial or trust environment.

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-focusedColleague Resource Groups.

• Competitive salaries with professional development and advancement opportunities.

• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

• Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank 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 perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all 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 all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base 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.