Trust Centralized Services Specialist
GREEN BAY, WIJobSeen 2w agoSeen in employer's feed today
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Job overview
The Trust Centralized Services Specialist supports trust administration through account administration, transaction processing, and compliance activities. The role manages account openings, maintenance, and closures; reviews client documentation; processes transfers and distributions; monitors workflows; and coordinates with business partners. It also generates client communications, facilitates check processing, and supports Irrevocable Life Insurance Trust administration.
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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. Join Associated Bank as a Trust Centralized Services Specialist and play a key role in supporting trust administration and delivering exceptional service to our clients. In this role, you'll manage critical account administration activities, ensure accurate processing of transactions, and help maintain compliance with trust and regulatory requirements. This is an excellent opportunity to expand your trust operations expertise and make a meaningful impact within a collaborative team. Key Accountabilities Manage trust account openings, maintenance activities, and account closures while ensuring accuracy and compliance. Review client documentation and forms for completeness and adherence to company policies and regulatory requirements. Process cash and asset transfers, securities transactions, account distributions, and cost basis adjustments. Monitor shared workflows, reporting tools, and open-item tracking to ensure timely completion of requests. Coordinate with trust administration, compliance, audit, and other business partners to resolve operational issues. Generate client communications, including welcome letters, retention notices, and other account-related correspondence. Facilitate on-demand check processing and distribution while maintaining appropriate controls and documentation. Support Irrevocable Life Insurance Trust (ILIT) administration by tracking payments, premiums, and required communications.Education & ExperienceRequired Bachelor's degree or an equivalent combination of education and experience. 2+ years of experience in the financial services industry. Strong attention to detail and ability to manage multiple priorities in a fast-paced environment. Strong communication, organizational, and problem-solving skills.Preferred Bachelor's degree. 2+ years of experience in the trust, brokerage, or wealth management industry. Knowledge of trust operations, account administration, and... 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/3EE40B2F81CF4911
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