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
