Senior 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.

Role Summary

The Personal Trust Associate supports Relationship Managers by coordinating daily account administration, ensuring accuracy, and delivering exceptional client service. In this role, you’ll work directly with clients, internal partners, and fiduciary documents to facilitate trust activity and resolve account needs. This position offers opportunities to strengthen trust administration expertise and contribute to client relationship growth.

Key Accountabilities

• Support Relationship Managers with scheduling, reporting, correspondence, and preparing client presentations and sales materials.

• Manage daily administration of personal trust and agency accounts, ensuring timely processing, documentation accuracy, and compliance.

• Partner with clients and internal teams to resolve complex inquiries and deliver high-quality customer service.

• Use trust and deposit systems to process transactions, maintain account information, and manage activities such as distributions, ACH, wires, and bill payments.

• Review and interpret trust documents to ensure compliance with fiduciary standards, risk guidelines, and legal requirements.

• Collaborate with Relationship Managers to maintain account accuracy, support compliance efforts, and coordinate client communications.

• Participate in projects and process improvements, and support a small book of low- to mid-complexity accounts under supervision.

Education & Experience

Required

• Associate degree in Business, Finance, Accounting, or Paralegal studies (or equivalent experience)

• 4+ years banking, office/administrative, or paralegal experience

• Less than 2 years trust and investment experience

Preferred

• CTFA certification

Why You’ll Love Working Here

At Associated Bank, you’ll join a team committed to professionalism, collaboration, and doing what’s right for our clients. You’ll have opportunities to deepen your trust and fiduciary expertise while contributing to meaningful client relationships.

Apply today to make an impact and grow your career with us.

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 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