Associated Bank

Trust Operations Lead Specialist

Associated Bank

433 Main St, Green Bay, WI 54301, USA
Full-TimeDepends on ExperienceMid-LevelAssociate
Job Description

Monitor daily exception reporting and other reports tied to Common, Collective and Unitized Funds. Exercise good judgment according to current policies and procedures when resolving report exceptions or evaluating outcomes. Seek assistance when necessary. Ensure all work within the fund valuation area is completed on time and accurately by planning, coordinating and monitoring the daily activities of the fund valuation team. Provide work direction while helping to maintain an efficient working environment. Research and process transaction reversals when needed. Verify for accuracy. Review APO/FIS user setup documentation to ensure that maintenance/additions made have been approved and signed off by ACE administrator. Compare documentation to generated report daily. Manage departmental workloads; be aware of vacations, illness and volumes in general for all positions within the trust operations department. Adjust workloads as needed to ensure work is processed in a timely, accurate fashion. Utilize knowledge of Trust systems to research and provide Common, Collective and Unitized Fund information to both internal and external audit. Serve as a subject matter expert to fully address all requests and resulting questions. Pay Common and Collective Fund audit fees. Maintain accruals for fees.

Where is this job?
This job is located at 433 Main St, Green Bay, WI 54301, USA
Job Qualifications
  • 2-4 years Trust, investments, finance or accounting

  • Ability to provide work direction while helping to maintain an efficient working environment.

  • Ability to provide necessary support as a back-up for other daily fund valuation processing items as needed.

Required Skills
  • Documentation

  • Time Management

  • Analytical skills

  • MS Excel

  • MS Word

  • MS Outlook

  • Treasury pledging

Soft Skills
  • Process Improvement

  • Verbal communication

  • Detail Oriented

  • written communication

  • Self-Driven

Compensation

According to JobzMall, the average salary range for a Trust Operations Lead Specialist in 433 Main St, Green Bay, WI 54301, USA is between $51,025 and $71,724. The salary range includes base salary, bonus, and other benefits. The average salary for a Trust Operations Lead Specialist in this area is estimated to be $61,375.

Additional Information
Associated Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 17th, 2021
Apply BeforeMay 22nd, 2025
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About Associated Bank

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.

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