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Company is looking to add a Lead Personal Trust Assistant
At Associated Banc-Corp, we're proud of our long and rich tradition of providing superior financial services to our communities. Together, we create the products, services and experiences that differentiate us, fuel our growth and give each of us the opportunity to make a difference. Every day at Associated brings real opportunities for success and career development. In fact, our employees made us one of the best places to work in the Midwest.
Here are just some of the reasons why:
401K, Employee Stock Ownership Plan and Pension Plan
Comprehensive benefit package, banking benefits and wellness programs
Leading edge technology, comprehensive tools and resources to assist you
Community involvement/volunteer opportunities highly supported. Networking opportunities with Company Resource Groups
And many more –check out our careers page for more benefits!
What you’ll do as a lead Personal Trust Assistant:
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.
Coordinate all aspects of daily account administration for personal trust and agency customers. Monitor situations to ensure prompt action. Interact with Relationship Managers and internal partners to coordinate daily customer 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. May participate in projects and process improvement efforts. May administer a small book of business of low to mid complexity with the oversight of a Relationship Manager.
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 materials as necessary. Perform MoneyGuide Pro data entry and assist with presentation generation. May assist Relationship Manager in creating financial planning recommendations. Act as a liaison with internal partners such as customer care, legal, credit, etc. to address and resolve complicated transactions and issues.
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.
Provide leadership and supervision to the Personal Trust Assistant staff to include but not be limited to: facilitating assistant annual performance reviews, coordinating work flow and ensuring quality of work, and providing problem resolution when necessary. Coordinate and provide training and onboarding for Personal Trust Assistant staff ensuring consistency in training and process. Communicate updates or changes to policy and procedure and coordinate administrative projects. Work with Relationship Managers and management to resolve issues and improve processes and procedures.
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 pay, ACH, wires, etc), as well as performing various other service requests. Provide customer service and process daily transactions for Personal Trust clients requested.
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. Maintain an 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. Responsible to identify deficiencies, recommend solutions, and implement policies to correct and bring them to the attention of manager.
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 Company policy, procedure and business strategy as well as applicable regulatory guidelines.
What is takes to be a Lead Personal Trust Assistant:
Associate's Degree or equivalent combination of education and experience Business, Finance, Accounting, Paralegal or related field, Required
4 + years Banking OR office/administrative OR paralegal experience in a trust OR investment environment.
2 + years Knowledge of trust and investment products, services, procedures, and practices.
Superior customer satisfaction/service skills and experience
Excellent organizational and prioritization skills
Excellent verbal, written and interpersonal skills
Computer literate in Microsoft Office products and the ability to quickly learn new software/systems, Intermediate
If this sounds like the opportunity you have been looking for please apply today and let’s start a conversation!
Company 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. Applicants with a disability who need assistance applying for a position with Company are asked to email: ___@___(apply_to_show_email) or call: (800) 878-3282.
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