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Trust Associate Jobs in Wisconsin (NOW HIRING)

UMB Financial

Trust Officer Sr

Milwaukee, WI · On-site

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Sales Advisor

Madison, WI

$110K - $235K/yr

... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ... Expect more trust. We want you to do the right thing, no matter what. And, expect more ...

UMB Financial Corporation

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ... Expect more trust. We want you to do the right thing, no matter what. And, expect more ...

Bering & Associate's

Be Seen First

Insurance - Executive Service Support

Wauwatosa, WI · On-site

$42K - $80K/yr

Insurance Administrative Support Bering & Associates - American Family Insurance Location: Mayfair ... Ability to build trust and long-term client relationships Requirements Preferred * Property ...

Tailored Label Products Inc

Shipping Associate

Slinger, WI · On-site

$16.50 - $19.75/hr

Our team is guided by our core values Determination, Respect, Appreciation, Fun, and Trust and we're looking for a Shipping Associate who brings those values to work every day. This role is ideal for ...

Morgan Dar

Associate Dentist

Prairie Du Chien, WI · On-site

Associate General Dentist | High-Tech Care with Small-Town Heart Prairie du Chien, WI Are you ... This is a rare opportunity to step into a high-trust environment where the patients aren't just ...

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All JobsTrust Associate JobsTrust Associate Jobs in Wisconsin

Trust Associate information

See Wisconsin salary details

$10

$20

$33

How much do trust associate jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for trust associate in Wisconsin is $20.05, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $20.87 per hour, depending on experience, location, and employer.

What is the difference between Trust Associate vs Trust Analyst?

AspectTrust AssociateTrust Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldUsually requires a bachelor's degree, often with additional certifications like CFA or CPA
Work EnvironmentBanking or trust company setting, client-facing rolesFinancial institutions, investment firms, focusing on analysis and reporting
Employer & Industry UsageCommon in trust departments of banks and financial servicesFound in asset management firms, banks, and trust companies
Search & Comparison IntentPeople comparing entry-level trust rolesIndividuals seeking detailed analysis or reporting positions

Trust Associates typically handle client onboarding, account management, and administrative tasks within trust departments. Trust Analysts focus more on financial analysis, reporting, and investment research related to trusts. While both roles require similar educational backgrounds, Trust Analysts often have additional certifications and a stronger emphasis on financial analysis skills.

What are the key skills and qualifications needed to thrive as a Trust Associate, and why are they important?

To thrive as a Trust Associate, you need a solid understanding of trust administration, financial principles, and relevant legal regulations, often supported by a degree in finance, business, or law. Familiarity with fiduciary accounting software, trust management platforms, and knowledge of industry certifications such as CTFA are commonly required. Strong attention to detail, discretion, and effective communication skills help build client trust and ensure accurate management of sensitive information. These competencies are crucial for safeguarding client assets, maintaining compliance, and delivering high-quality service in trust administration.

What are Trust Associates?

Trust Associates are professionals who assist in the administration and management of trusts, estates, and fiduciary accounts. They typically work at banks, trust companies, or law firms, supporting trust officers in tasks such as opening accounts, maintaining records, processing transactions, and ensuring compliance with legal and regulatory requirements. Trust Associates also communicate with clients, beneficiaries, and other stakeholders, helping to coordinate the distribution of assets and resolve related inquiries. Their work is essential in ensuring that trusts are managed efficiently and according to the wishes of the grantor.

What are some typical challenges a Trust Associate may face in managing client accounts?

A Trust Associate often manages multiple client accounts simultaneously, which can present challenges in balancing attention to detail with timely execution of tasks. Common hurdles include navigating complex legal and regulatory requirements, coordinating with internal teams such as legal, tax, and investment professionals, and responding promptly to client inquiries. Staying organized and maintaining clear communication are crucial for ensuring fiduciary responsibilities are met and for building strong client relationships. Over time, these challenges help Trust Associates develop a comprehensive understanding of wealth management and estate planning.
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 Associate jobs in Wisconsin? For Trust Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Trust Associate jobs in Wisconsin look for? The top searched job categories for Trust Associate jobs in Wisconsin are:
Trust Associate jobs near you
Senior Personal Trust Assistant

Senior Personal Trust Assistant

Associated Bank

Marshfield, WI • On-site

Full-time

Retirement, PTO

Posted 18 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

46th of 141 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.
Role Summary
The Trust Associate supports Relationship Managers and Personal Trust clients by coordinating daily account administration, resolving client inquiries, and ensuring accurate record management. This role plays a key part in delivering high-quality fiduciary services while maintaining compliance with trust documents and regulatory requirements. It offers the opportunity to deepen expertise in trust administration while building strong client and internal partner relationships.
Key Accountabilities
  • Coordinate daily administration for personal trust and agency accounts, ensuring timely transaction processing, documentation, and record accuracy.
  • Support Relationship Managers with client service activities, presentations, financial planning materials, and updates within internal systems.
  • Respond to client inquiries and operational issues by partnering with internal teams such as customer care, legal, and credit to deliver timely resolutions.
  • Process trust account activity including account openings and closings, distributions, discretionary payment documentation, and cash transactions (ACH, wires, bill pay).
  • Review trust documents and account assets to help ensure compliance with fiduciary guidelines, legal requirements, and internal policies.
  • Maintain accurate account records and monitor activity to ensure compliance with regulatory standards and risk management procedures.
  • Assist with financial planning inputs and reporting, including data entry in MoneyGuidePro and preparation of client materials.
  • Administer a small portfolio of lower-complexity accounts with oversight from a Relationship Manager and participate in client meetings when appropriate.

Education & Experience
Required
  • Associate's degree in Business, Finance, Accounting, Paralegal Studies, or 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 client service skills

Preferred
  • Experience supporting trust administration or fiduciary services
  • Familiarity with trust systems, financial planning tools (such as MoneyGuidePro), or banking operations
  • Experience reviewing legal or trust documentation

Why You'll Love Working Here
At Associated Bank, you'll join a collaborative team focused on delivering trusted financial guidance and exceptional client service. We invest in your growth with opportunities to build expertise in trust administration, client relationship support, and financial planning tools. Your work directly supports meaningful client relationships and long-term financial outcomes.
Apply today to make an impact.
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.
$21.54 - $36.92 per hour

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