Trust Centralized Services Specialist

Job Opportunity At Associated Bank

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. Associated Bank conducts a thorough background check on all new hires.

Role Summary: Join our Associated Bank Trust Operations team and help ensure a seamless experience for our clients. In this role, you’ll process key administrative transactions, support trust administration partners, and ensure accounts are opened, maintained, and closed accurately. This position offers the opportunity to deepen your expertise in trust operations while contributing to a high-impact, client-focused environment.

Key Accountabilities:

• Process administrative transactions including account openings, maintenance, asset transfers, cash movements, client communications, and account closings.
• Review incoming forms and documentation to ensure accuracy, completeness, and compliance with policies and regulatory requirements.
• Coordinate receipts, deliveries, transfers, and re-registration of securities, and facilitate proceeds from real estate, insurance, and other assets.
• Monitor the client services shared mailbox and distribute work across functional teams, generating and tracking follow-up reports as needed.
• Facilitate timely and compliant distribution of assets during account closures, ensuring smooth transitions for clients.
• Generate templated client communications such as welcome letters, retention letters, and address updates.
• Initiate on-demand check printing and ensure proper authorization and documentation.
• Support daily ILIT administration by ensuring timely premium payments and required client notifications.
• Collaborate with business line, compliance, and audit teams to maintain adherence to established procedures and regulatory standards.

Education & Experience Required: Bachelor’s degree or equivalent combination of education and experience 2+ years of experience in the financial industry Preferred: Bachelor’s degree 2+ years of experience in trust or brokerage operations.

Why You’ll Love Working Here: At Associated Bank, you’ll join a team that values...