JOB REQUIREMENTS: 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. Under limited guidance, manage the completion and oversight of centralized portions of the administrative account review process. This includes administrative reviews for Personal Trust and Retirement Plan Services accounts. Completion of the designated portions of the review includes coordination and follow-up with the account officer, administrative assistant, Trust tax department, Trust support services and other areas as applicable. A background and knowledge of several @types of Personal Trust and Retirement Plan services accounts is required. In addition, a strong focus on adhering to policies, procedures and compliance structure is required. Must be able to adapt to internal changes to policies and procedures as well as regulatory, statutory and tax law changes. Job Accountabilities Complete administrative reviews of assigned accounts including the review of system coding, account documentation and correspondence to determine if the account is being administered in accordance with the governing document, policies, procedures, statutes and tax laws. Communicate regularly with trust administration, management and support departments to efficiently and accurately complete designated portions of the account review. Serve as a resource to administration in communicating issues identified in the account review. Review and analyze legal documents including revocable and irrevocable trusts, wills, agency agreements, custody agreements, IRA simplifiers and retirement plan documents to determine effective administration and compliance with documented provisions. Ensure compliance with policies and procedures related to all aspects of the position and keep informed of new legal, regulatory, and tax developments. Communicate regularly with division and corporate compliance and audit areas as necessary to ensure proper procedures have been followed and that ongoing policies comply with appropriate requirements. Participate in project working groups within the... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/57313CF8A18D4422

ASSOCIATED BANK NA

Latest Jobs

Centralized Account Review