Personal Trust Assistant
Company: Disability Solutions
Location: Neenah
Posted on: May 5, 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
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