
Trust Centralized Services Specialist
GREEN BAY, WIJobSeen todaySeen in employer's feed today
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Job overview
The Trust Centralized Services Specialist processes administrative transactions on customer accounts to support trust administration and relationship management. The role handles account openings and closings, transfers, maintenance, securities processing, and reporting while ensuring documentation is complete and transactions comply with company policies and legal and regulatory requirements. It also communicates with trust administration, third parties, management, and others to exchange information and resolve issues.
Skills & qualifications
Skills
Full job description
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. Associated Bank conducts a thorough background check on all new hires. Process a variety of administrative transactions on customer accounts to allow trust administration to provide relationship management services to meet established service standards. Utilize understanding of Associated Trust Company products, services, systems, compliance requirements, and overall administrative process and procedures to facilitate account openings, cash and asset transfers, account maintenance, check printing, client letter generation, account closings, and oversight and generation of critical management reports. Job Accountabilities Perform a variety of miscellaneous tasks including but not limited to ensuring incoming forms and documentation are complete and accurate. Track and report progress on open items or exceptions. Communicate timely with Trust administration, third parties, management, and others to exchange information, answer questions and resolve issues. Open new client accounts. Receive necessary client account information from Trust Administration. Review information and materials, ensuring compliance with appropriate company policies and legal and regulatory requirements. Process receipts and deliveries of securities for Trust customers either physically or via free receipts through the depositories. Transfer or re-register securities for accounts gifting securities or closing. Facilitate the processing of sale proceeds (i.e. real estate, insurance policies, etc). Process, monitor, and update cost basis/carry value adjustments and asset restriction requests. Monitor the Client Services shared mailbox and distribute work as required to various functions within the department. Generate, distribute, and monitor tracking reports, initiating follow-up as necessary. Close accounts when accounts are transferring or terminating. Facilitate processing of necessary forms and other information and ensure that assets and/or cash are distributed quickly, and that applicable policies,... 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/ED280F8F2E3F49D5
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