Personal Trust Assistant

Company: Disability Solutions
Location: Neenah
Posted on: April 20, 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.We invite you to view the opportunity below.Provide support to Relationship Manager(s) 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. Assist Relationship Managers in developing additional business, preparing client presentations and coordinating with internal partners. Work with Relationship Managers to ensure adherence to standards and regulatory requirements. Working directly with clients and internal partners to solve problems and provide superior customer service.This person will also:

• 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 customer relationship to Relationship Manager(s) and other internal partners as needed. Perform ongoing maintenance while adhering to compliance guidelines.
• 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 presentations and client materials as necessary. May perform MoneyGuide Pro data entry. Act as a liaison with internal partners such as customer care, legal, credit, etc. to address and resolve complicated transactions and issues.
• Use online deposit and trust systems to obtain vital customer 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, wires, ACH, etc), as well as performing various other service requests. Provide customer service and process daily transactions for Personal Trust clients as requested.
• Work directly with Personal Trust clients in partnership with Relationship Managers and internal business partners to answer complex questions and solve operational issues while providing superior customer service.
• Work with Relationship Managers and management to ensure all account activity and administration is in order in regards to compliance and risk management with established Associated Bank policy, procedure and business strategy as well as applicable regulatory guidelines.
• Maintain a basic understanding of relevant tax laws and legal requirements applicable to trust administration in order to assist in resolving client issues as they relate to the trust agreement.Review the qualifications listed below:Education
  • Associate's Degree or equivalent combination of education and experience Business, Finance, Accounting, Paralegal or related field. RequiredExperience
    • 2-4 years Banking or office/administrative or paralegal experience. RequiredIn 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 to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview 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, Oshkosh , Personal Trust Assistant, Accounting, Auditing , Neenah, Wisconsin