Personal Trust Assistant

Coordinate all aspects of daily account administration for personal trust and agency clients. Monitor situations to ensure prompt action. 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. Provide customer service and process daily transactions for Personal Trust clients as requested. 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.

According to JobzMall, the average salary range for a Personal Trust Assistant in 200 N Adams St, Green Bay, WI 54301, USA is between $33,419 and $62,228.

Associated Banc-Corp (NYSE: ASB) has total assets of nearly $34 billion and is one of the top 50 publicly traded U.S. bank holding companies. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 230 banking locations serving more than 110 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.