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.

The Lead Personal Trust Assistant will provide support to Relationship Manager(s) and management and their clients. May include supervision of Personal Trust Assistant staff. 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, making 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. May participate in projects. May administer a small book of business of low to mid complexity with the oversight of a Relationship Manager. May attend Client meetings.

This person will also:

Coordinate daily trust account operations; ensure timely processing, compliance, and documentation.

Provide administrative and sales support to Relationship Managers, including scheduling, reporting, correspondence, and preparing presentation materials.

Collaborate with internal partners (e.g., legal, credit, customer care) to resolve client issues and support financial planning efforts.

Deliver direct client service, addressing complex questions and operational issues with a focus on exceptional service.

Supervise and train Personal Trust Assistant staff, oversee workflow, quality, and performance management.

Use trust systems to manage account activity, including openings/closings, discretionary payments, and daily transactions (e.g., bill pay, ACH, wires).

Review trust documents for compliance, identify risk issues, and ensure adherence to legal and fiduciary standards.

Partner with Relationship Managers to align administration with policies, procedures, and regulatory requirements.

Education

Associate's Degree or equivalent combination of education and experience in Business, Finance, Accounting, or a Paralegal Certification. Required

Experience

4-7 years Banking or office/administrative or paralegal in a trust or investment environment. Required

2-4 years Knowledge of banking, trust and investment products, services, procedures, and practices. Required

Licenses and Certifications

CTFA-Certified Trust and Financial Advisor. Preferred

CFP-Certified Financial Planner. Preferred

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 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 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 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.

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.