Trust Centralized Services Specialist

Associated Banc-Corp
United States
Workplace: HybridFull timeUSD 18.21 - 31.21 hourlyFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsEducation: bachelorsSkills: ["Attention to detail","Communication","Organizational skills","Problem-solving","Prioritization"]

Support trust account administration by managing account openings, maintenance, and closures with accuracy and regulatory compliance. Review client documentation, process cash/asset transfers and securities transactions, and handle distributions and cost basis adjustments. Monitor workflows and open-item tracking, coordinate with compliance and audit partners to resolve operational issues, and generate client communications and check processing while supporting Irrevocable Life Insurance Trust (ILIT) administration.

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Associated Banc-Corp
Associated Banc-Corp
6 days ago

Trust Centralized Services Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 day agoStatus: Live

Job Summary

Support trust account administration by managing account openings, maintenance, and closures with accuracy and regulatory compliance. Review client documentation, process cash/asset transfers and securities transactions, and handle distributions and cost basis adjustments. Monitor workflows and open-item tracking, coordinate with compliance and audit partners to resolve operational issues, and generate client communications and check processing while supporting Irrevocable Life Insurance Trust (ILIT) administration.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Manage trust account openings, maintenance activities, and account closures while ensuring accuracy and compliance.
  • •Review client documentation and forms for completeness and adherence to company policies and regulatory requirements.
  • •Process cash and asset transfers, securities transactions, account distributions, and cost basis adjustments.
  • •Monitor shared workflows, reporting tools, and open-item tracking to ensure timely completion of requests.
  • •Coordinate with trust administration, compliance, audit, and other partners to resolve operational issues and generate client communications.

Pay and Benefits

Salary: USD 18.21 - 31.21 hourly
Equity and Bonus:Equity
Perks:401kPensionPaid LeaveParental LeaveEquityRetirement Savings

Key Requirements

  • •Bachelor’s degree or an equivalent combination of education and experience.
  • •2+ years of experience in the financial services industry.
  • •Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
  • •Strong communication, organizational, and problem-solving skills.
  • •Knowledge of trust operations, account administration, and fiduciary processes. (preferred)
Experience:2+ yearsFinancial services
Education:Bachelor's
Skills:Attention to detailCommunicationOrganizational skillsProblem-solvingPrioritization

Company Brief

Associated Banc-Corp
Associated Banc-Corp is a bank holding company providing retail, commercial, and wealth management services across the Midwest. It offers checking, lending, treasury, mortgage, and investment solutions for consumers, businesses, and institutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Green Bay, United States
Founded: 1964
WebsiteLinkedIn