Centralized Account Review Administrator

March 18

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

❄️ Minnesota – Remote

Although this job is listed in Minnesota, this company may be open to hiring remote in other states.

+1 more states

🌽 Illinois – Remote ❄️ Minnesota – Remote 🧀 Wisconsin – Remote

💵 $53.3k - $91.3k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🖥️ Administration

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Associated Bank

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Associated Bank is a Midwestern bank offering a wide array of banking services, including personal, business, and commercial banking. It provides features like digital banking, retirement plans, brokerage accounts, and wealth management services. The bank emphasizes community involvement and sustainability, investing significantly in initiatives such as affordable housing and economic development. Known for its Midwest-based customer care, Associated Bank operates hundreds of branches in Illinois, Minnesota, and Wisconsin, and provides various online and mobile banking solutions.

Commercial and Business Banking • Commercial Real Estate Lending • Treasury Management, Capital Markets and Insurance Services • Consumer Banking • Residential Mortgage and Home Equity Lending

1001 - 5000 employees

Founded 1874

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Under limited guidance, manage the completion and oversight of centralized portions of the administrative account review process. • 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 organization to drive policy and procedural changes in order to improve risk mitigation and workflow efficiency.

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience. • 2-4 years Personal Trust or Retirement Plan Services in an administrative (front-line) or support function role. • 2-4 years Strong record of compliance with and understanding of policy, procedure and regulatory requirements. • Demonstrated track record of communication within a team and across business lines/departments. • Ability to work independently on projects and meet specific deadlines.

🏖️ Benefits

• 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.