You haven't searched anything yet.
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.
If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
We invite you to view the opportunity below.
Support Relationship Managers and management with account administration for personal trust and agency relationships. Maintain accounts, ensure accuracy, respond to client inquiries, and assist in business development.
Coordinate with internal partners to resolve issues and ensure compliance with standards and regulatory requirements. May manage a small book of business under supervision and participate in projects.
Attend client meetings as needed.
This person will also :
Provide administrative and sales support, including scheduling, correspondence, reporting, and project assistance. Update internal systems, prepare sales presentations and client materials, assist in financial planning recommendations, and liaise with internal partners to resolve complex issues.
Oversee daily account administration for personal trust and agency clients, ensuring prompt action and compliance. Manage client activity, transactions, documentation, and ongoing maintenance while communicating relevant information to Relationship Managers and internal partners.
Work directly with clients to address complex questions and operational issues, providing superior customer service. Use online systems to manage client information, account activities, and transactions (e.
g., bill payments, ACH, wires), ensuring compliance with trust documents and regulatory guidelines.
Review the qualifications listed below :
Education
Associate's Degree or equivalent combination of education and experience in Business, Finance, Accounting, Paralegal or related field. Required
Experience
4-7 years Banking or office / administrative or paralegal. Required
Less than 2 years of Trust and Investment experience. Required
Licenses and Certifications
CTFA-Certified Trust and Financial Advisor. Preferred
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.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success.
See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook , LinkedIn and X .
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.
We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act.
Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process.
Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.
Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer . Associated Banc-Corp participates in the E-Verify Program.
E-Verify Notice English or Spanish . Know Your Right to Work English or Spanish .
Associated Bank is Pay Transparency compliant.
Last updated : 2024-05-15
Full Time
$63k-81k (estimate)
05/17/2024
06/07/2024
associatedbank.com
EAU CLAIRE, WI
3,000 - 7,500
1861
Public
MARY LEWIS
$1B - $3B
Associated Bank is a Wisconsin-based financial institution that provides banking, lending, and related services for individuals and businesses.
The job skills required for Personal assistant include Scheduling, Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal assistant positions, which can be used as a reference in future career path planning. As a Personal assistant, it can be promoted into senior positions as an Executive Assistant II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal assistant. You can explore the career advancement for a Personal assistant below and select your interested title to get hiring information.
If you are interested in becoming a Personal Assistant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Assistant for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Assistant job description and responsibilities
A Personal Assistant helps with time and daily management of meetings, correspondence and note-taking.
01/22/2022: Tuscaloosa, AL
Personal assistants manage the daily activities of their employers.
01/15/2022: Lafayette, LA
Perform secretarial work and provide senior managers with day-to-day administrative support.
02/03/2022: Paramus, NJ
Sometimes, they assist their employers by handling personal matters like errands or planning a birthday or anniversary event.
03/09/2022: Green Bay, WI
A Personal Assistant manages the day-to-day tasks of their employer’s business and personal lives.
02/04/2022: Phoenix, AZ
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Assistant jobs
A good personal assistant can have excellent judgment and decision-making skills.
01/02/2022: Fort Lauderdale, FL
There are no formal education requirements expected of a Personal Assistant.
01/28/2022: Hartford, CT
While a personal assistant can obtain a job with no experience, usually the position requires administrative experience.
03/06/2022: Johnstown, PA
1-2 years of experience as a personal assistant would be advantageous.
03/02/2022: Great Falls, MT
Experienced Personal Assistant with a proven track record of providing optimal support and assistance to career professionals preferred.
01/13/2022: Raleigh, NC
Step 3: View the best colleges and universities for Personal Assistant.