Hiring: Senior Personal Trust Assistant Company: Associated Bank Location: Green Bay, Wisconsin Metropolitan Area Job Posted Time: 2026-09-10 12:00:53 Target Skills & Keywords : Financial Planning, Wealth Management About the job Experience: •4+ years of banking, office administration, or paralegal experience. •Less than 2 years of trust and investment experience. •Strong organizational, communication, and relationship-building skills. Required Skills: •Coordinate daily trust account administration, solve complex client issues, and ensure accounts are managed accurately and compliantly. Qualifications: •Certified Trust and Financial Advisor (CTFA) designation. •Knowledge of trust regulations, fiduciary standards, and trust account administration. •We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. •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. Compensation: •Retirement savings including both 401(k) and Pension plans Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!