Senior Personal Trust Assistant
Company: Disability Solutions
Location: Wausau
Posted on: October 26, 2024
Job Description:
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.This Senior Personal
Trust Assistant will provide support to Relationship Managers and
management and their clients. This support includes responsibility
for daily coordination of account administration for personal trust
and agency relationships, maintain accounts by initiating a range
of account activity, monitoring account records to ensure accuracy
and completeness, and responding to client inquiries, assisting
Relationship Managers in developing additional business, making
client presentations and coordinating with internal partners,
working directly with clients and internal partners to solve
problems and provide superior customer service.This person
will,
- Provide general administrative and sales support to
Relationship Managers and management. Administrative support may
include scheduling, correspondence, reporting and other projects as
assigned. Sales support may include monitoring and updating
internal systems, reporting and preparing sales presentation and
client materials as necessary.
- Act as a liaison with internal partners such as customer care,
legal, credit, etc. to address and resolve complicated transactions
and issues.
- Coordinate all aspects of daily account administration for
personal trust and agency clients. Monitor situations to ensure
prompt action. Interact with Relationship Managers and internal
partners to coordinate daily client activity, oversee transaction
processing, document services provided, handle inquiry resolutions,
and obtain appropriate documentation. Communicate information on
aspects of a client relationship to Relationship Manager(s) and
other internal partners as needed.
- Work directly with Personal Trust customers in partnership with
Relationship Managers and internal business partners to answer
complex questions and solve operational issues while providing
superior customer service.
- Use online deposit and trust systems to obtain vital client
information to include but not limited to: opening and closing
accounts, overseeing account distribution, documentation of
discretionary payments and account reviews, and cash processing
(bill payment, ACH, wires, etc); as well as performing various
other service requests.
- Review and interpret trust documents to ensure compliance with
the document's provisions and fiduciary guidelines and laws;
reviews list of assets in order to determine if any risk issues
exist.Requirements Education
- Associate's Degree in Business, Finance, Accounting, or
Paralegal or equivalent combination of education and experience
RequiredExperience
- 4-7 years Banking or office/administrative or paralegal.
Required
- Less than 2 years Trust and investment. RequiredLicenses and
Certifications
- CTFA-Certified Trust and Financial Advisor PreferredIn 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 and Minnesota 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
StatementAssociated 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 contact
leavesandaccommodations@associatedbank.com 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.Associated Bank is Pay Transparency compliant.
Keywords: Disability Solutions, Appleton , Senior Personal Trust Assistant, Accounting, Auditing , Wausau, Wisconsin
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