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Date Last Verified
Years of Experience
ProfileSenior Personal Trust Assistant The candidate provides support to Relationship Manager(s) and management and their clients. Will coordinations of account administration for personal trust and agency relationships. Maintains accounts by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries. Assists Relationship Managers in developing additional business, making client presentations and coordinating with internal partners. Works 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. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnâ€™t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associatedâ€™s anonymous Ethics Hotline. Works with Relationship Managers and management to ensure all account activity and administration is in order in regards to compliance and risk management with established Associated Bank policy, procedure and business strategy as well as applicable regulatory guidelines. Coordinates all aspects of daily account administration for personal trust and agency clients. Monitors situations to ensure prompt action. Interacts with Relationship Managers and internal partners to coordinate daily client activity, oversees transaction processing, documents services provided, handles inquiry resolutions, and obtains appropriate documentation. Communicates information on aspects of a client relationship to Relationship Manager(s) and other internal partners as needed. Performs 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. Provides 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 and client 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. Works 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. 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 payment, ACH, wires, etc); as well as performing various other service requests. Provide customer service and process daily transactions for Personal Trust clients as requested. Review and interpret trust documents to ensure compliance with the documentâ€™s provisions and fiduciary guidelines and laws; reviews list of assets in order to determine if any risk issues exist. Maintains 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. Associate's Degree or equivalent combination of education and experience Business, Finance, Accounting, Paralegal or related field is needed. Should preferably have Bachelor's Degree Business, Finance, Accounting, Paralegal or related field. Should have 4-7 years Banking or office/administrative or paralegal experience. Must have 0-2 years Prior trust and investment experience. Should preferably have 2-4 years Knowledge of banking products, services, procedures, practices and loan documentation a plus. CTFA-Certified Trust and Financial Advisor is preferred. Superior customer satisfaction/service skills and experience. Excellent organizational and prioritization skills are essential. Excellent verbal, written and interpersonal skills are needed. Computer literate in Microsoft Office products and the ability to quickly learn new software/systems are needed. Thorough knowledge of banking, trust and investment products, services, and systems are preferred.
300 N. La Salle Street
Chicago, IL 60654