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.

Why Associated Bank?

At Associated Bank, we believe in putting people first — our customers, colleagues, and communities. We live our values every day: Listen, then Act. Achieve Together. Have a Winning Spirit. Maintain a Relentless Focus on People. We foster a culture of collaboration, growth, and integrity where your voice matters and your contributions make a real impact. Join a team that supports your success and celebrates shared achievements.

Role Summary

As a Lead Personal Trust Associate, you’ll support Relationship Managers and clients by coordinating all aspects of personal trust and agency account administration. You’ll ensure accuracy, compliance, and superior client service while helping manage daily operations and client relationships. This role offers opportunities to deepen your expertise in trust administration, contribute to process improvements, and grow your career in a trusted financial institution.

Key Accountabilities

• 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.

Education & Experience

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-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. 

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 on Facebook, LinkedIn and X. 

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where