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Trust Assistant Jobs in Wisconsin (NOW HIRING)

Kestra Holdings

Trust Officer Senior

Milwaukee, WI · On-site

Arden Trust's advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs. Lead with Purpose. Partner with ...

Chick-fil-A

Manager

Milwaukee, WI

$18 - $22/hr

... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...

Chick-fil-A

Manager

West Allis, WI · On-site

$18 - $22/hr

... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...

Robert W Baird & Co

Trust Strategist

Milwaukee, WI

$119K - $154K/yr

Make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars * Assist Trust Counsel and Baird Trust associates ...

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Trust Assistant information

How much do trust assistants make?

Trust assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the organization. They often require strong organizational and communication skills and may work in legal, financial, or corporate environments.

What is the difference between Trust Assistant vs Trust Officer?

AspectTrust AssistantTrust Officer
CredentialsTypically requires a high school diploma or associate degree; some roles may prefer a bachelor's degreeRequires a bachelor's degree; often a professional certification like CTFA or CFP is preferred
Work EnvironmentSupportive role within trust departments, assisting with administrative tasksClient-facing role involving trust management, decision-making, and fiduciary responsibilities
Employer & Industry UsageCommon in banks, trust companies, and financial institutionsFound in similar institutions, often with more senior responsibilities

Trust Assistants support trust departments by handling administrative and clerical tasks, while Trust Officers manage client relationships and make fiduciary decisions. Trust Assistants typically have less experience and responsibility but are essential for smooth operations within trust services.

What are the typical daily responsibilities of a trust assistant?

A Trust Assistant typically handles a variety of administrative tasks such as maintaining client records, preparing account documentation, processing distributions, and assisting with compliance reporting. They often serve as a key point of contact for clients, attorneys, and other advisors, ensuring smooth communication and prompt resolution of inquiries. By efficiently managing these responsibilities, Trust Assistants support Trust Officers and the broader team, helping to ensure accurate account management and a high level of client service. Their attention to detail and proactive approach directly contribute to the trust department's reputation and operational success.

What are the key skills and qualifications needed to thrive as a trust assistant?

To thrive as a Trust Assistant, you need strong organizational skills, attention to detail, and a basic understanding of trust administration, often supported by a degree in business, finance, or a related field. Familiarity with trust accounting systems, database management tools, and proficiency in Microsoft Office Suite are typically required. Excellent communication, discretion, and the ability to manage confidential information set exceptional candidates apart. These skills ensure accurate record-keeping, efficient support for trust officers, and the safeguarding of sensitive client assets.

What is a trust assistant?

Trust Assistants are professionals who support trust officers and administrators in managing trusts, estates, and fiduciary accounts. Their duties typically include handling documentation, maintaining records, assisting with client communications, and ensuring compliance with legal and financial regulations. Trust Assistants play a key role in the daily operations of trust departments at banks, law firms, or wealth management companies, helping to ensure that clients' assets are managed efficiently and according to their wishes.
What are the most commonly searched types of Trust jobs in Wisconsin? The most popular types of Trust jobs in Wisconsin are:
What are popular job titles related to Trust Assistant jobs in Wisconsin? For Trust Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Trust Assistant jobs in Wisconsin look for? The top searched job categories for Trust Assistant jobs in Wisconsin are:
Trust Assistant jobs near you
Infographic showing various Trust Assistant job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Senior Personal Trust Assistant

Associated Bank

Green Bay, WI • On-site

Full-time

Retirement, PTO

Posted 19 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

66th of 171 rated banks

Job description

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 requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Join Associated Bank as a Personal Trust Associate, where you'll support Relationship Managers and help deliver exceptional service to Personal Trust and agency clients. In this role, you will coordinate daily trust account administration, solve complex client issues, and ensure accounts are managed accurately and compliantly. This position offers opportunities to expand your trust and fiduciary expertise while building strong client and partner relationships.
  • Coordinate daily administration activities for personal trust and agency accounts, ensuring timely and accurate execution of client requests.
  • Support Relationship Managers with client service, financial planning materials, presentations, reporting, and business development efforts.
  • Manage account maintenance activities, including account openings and closings, cash processing, distributions, and documentation updates.
  • Partner with clients and internal teams to resolve operational issues and deliver an exceptional customer experience.
  • Review trust documents and account information to support compliance with fiduciary standards, legal requirements, and trust provisions.
  • Monitor account activity and records to ensure accuracy, completeness, and adherence to risk and regulatory guidelines.
  • Collaborate with internal partners across legal, credit, customer care, and other areas to address complex transactions and service needs.
  • Assist with process improvements, special projects, and administration of a small portfolio of trust relationships under guidance.

Education & Experience
Required
  • Associate's degree in Business, Finance, Accounting, Paralegal Studies, or an equivalent combination of education and 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.

Preferred
  • Certified Trust and Financial Advisor (CTFA) designation.
  • Experience working with trust administration, fiduciary services, or wealth management clients.
  • 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.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri 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 throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
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.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$21.54 - $36.92 per hour

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