Investment Assistant

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.

We invite you to view the opportunity below.

The Investment Assistant will provide administrative support to Portfolio Managers on the Investment Management team. They will assure the accurate, efficient, and timely processing of activities in these areas through proper planning and scheduling. Gather information and compiles reports, and may make recommendations for managers, based upon data/findings.  Develop and document procedures for all activities.

This person will also:

• Communicate professionally across all levels in alignment with the company brand and customer promise. Prepares and edits various documents (e.g., reports, memos, emails, project materials). Solves complex problems and maintains confidentiality of sensitive information. Strong command of English language and proficient in MS Office (Outlook, Word, Excel, PowerPoint); able to quickly learn new systems. Skilled with office equipment (fax, scanner, copier, videoconferencing tools).

• Provides general clerical support, including accepting, preparing and delivering mail, ordering office supplies, event planning, scheduling conference rooms and meeting coordination, calendar administration and appointment scheduling, assist colleague requiring traveling offices/workstations, ensuring office equipment is properly maintained, assisting with new colleague set-up, or other clerical/administrative projects.

• Answers and directs incoming calls appropriately.

• Independently manages small, complex projects, including task planning, goal setting, resource coordination, timeline management, and budgeting. May delegate tasks and oversee project progress with limited supervision.

• May mentor or train department colleagues.

• In some locations, welcomes and logs visitors, issues access badges, and ensures guests are directed or escorted appropriately.

Education

• High School Required

Experience

• 4-7 years Banking or Administrative Office 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 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 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.

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.