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.

This executive assistant position is responsible for a variety of high-level project and administrative duties in support of the President of Private Wealth. Responsibilities are technical, complex, professional, and confidential in nature requiring a high degree of initiative and independence. The role requires an individual who is detail oriented, skilled in planning and organizing, has a sense of urgency and able to prioritize, ability to manage multiple projects and tasks, ability to problem solve and bring resolution while maintaining confidentiality. This role also serves as a key player on carrying out Private Wealth initiatives, involving senior leaders across the business line and company.

This person will,

Lead small to medium complex projects from beginning to end, which would include breaking down the tasks, setting goals and timelines, assessing resources needed, identifying potential issues and maintaining a project plan to reach the end goal on time.  Anticipate questions relating to project work and have background and logistical information available as needed.

Provide administrative and planning support, including but not limited to processing mail, receiving and screening phone calls, inbox management, event planning and tracking event attendees, scheduling conference rooms and meeting coordination, travel and accommodation arrangements, submitting expense reports, appointment scheduling, ensuring office equipment is properly maintained, assisting with new colleague set-up, invoice processing or other clerical/administrative projects.

Drive deadlines and deliverables while adapting to ambiguity and changing business needs, priorities, or expectations.

Interact daily with executives, senior leaders and colleagues at all levels to collaborate, plan and prioritize work to accomplish Private Wealth objectives. Establish strong experience in building alliance partnerships and mass affluent progression to Private Wealth

Assist the President of Private Wealth in preparing for Executive Leadership Team meetings, Private Wealth town hall and senior leader meetings, one on ones meetings, and other meetings.

Lead and facilitate field leadership sessions on process, engagement, and strategic initiatives, planning for and executing appropriate change management activities. 

Develop, prepare and coordinate content, data and materials for business line presentations to ensure accuracy of data and timely distribution, including those to the Board of Directors and Risk/Governance Committees.

Manage the calendar of the President of Private Wealth.  Determine the urgency of requests and prioritize accordingly to complete tasks in a timely manner. Manage long-term view of calendars strategically by collaborating with key partners and understanding priorities.

Support the Private Wealth Leadership Team and other senior managers, as requested, including back-up support and assistance to other Executive Assistants.

Identify process improvement opportunities proactively and recommend solutions to promote operational efficiencies.  Serve as subject matter expert on Private Wealth initiatives that drive performance excellence.

Requirements

Education

Bachelor's Degree in Business, Project Management or related field or equivalent combination of education and experience

Experience

5- 6 years of experience as a Executive Assistant, Personal Assistant, or similar role in Wealth Management Required

5-6 years of advanced knowledge of MS Office (including Outlook, Word, Excel, PowerPoint, OneNote, Teams), Salesforce, and the ability to learn other programs Required

5-6 years of excellent organizational skills with attention to detail and the ability to handle concurrent tasks and constant interruptions.  Effective project management and administration skills Required

5-6 years of experience in a role that requires a high degree of flexibility with the ability to independently interpret policies and solve non-routine, complex issues under minimal supervision Required

3-5 years of agility and/or process improvement experience Preferred

3-5 years of working knowledge of Wealth Management technology platforms experience 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. 

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 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.