Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds, perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you.

This position is not eligible for fully remote work and will be considered an in-office role with WFH flexibility.

We invite you to view the opportunity below.

This role will monitor and process mutual fund purchases and sales based on instructions received through the trade system by Trust Investments, as well as directed client relationships. Working with the various fund families to determine any special processing requirements, determine the correct registration for mutual funds and setup all new mutual funds accurately for trading and NAV processing. Process transfers or re-registration of client accounts per instructions received from Trust Administration. This person will also:

• Execute purchases and sales for mutual funds to ensure proper investment of Trust client's funds.
• Complete mutual fund transfer requests for incoming or outgoing clients. Identify appropriate documentation needed to complete the request and communicate to all affected parties.
• Set up new mutual fund accounts with the broker/dealer for clients/plans. Ensure accounts are established in a timely manner to invest funds within required deadlines.
• Provide guidance to Trust Investments and Administration as it relates to transfers, mutual fund setup, conversions and fund restrictions.
• Interpret notices received from vendor to alert us of any changes with regards to dividend distribution options, address changes, fees, reorganizations, fund closures or any other account maintenance as required or needed.

Review the qualifications listed below:

Education

• Bachelor's Degree in Business or Finance or equivalent combination of education and experience . Required

Experience

• 2-4 years of Financial Industry experience. Required

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 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 Twitter .

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 . Associated Bank provides additional assistance to individuals with disabilities throughout the interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process

Compliance Statement
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.