Centralized Account Review Administrator

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 organization to drive policy and procedural changes in order to improve risk mitigation and workflow efficiency.

Education

Bachelor's Degree or equivalent combination of education and experience Business/Finance/Accounting Required


Experience

2-4 years Personal Trust or Retirement Plan Services in an administrative (front-line) or support function role. Required
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.
Required

Licenses and Certifcations

CTFA-Certified Trust and Financial Advisor by start date Preferred
CRPS-Charted Retirement Specialist by start date Preferred

In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

• 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. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. 

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$53,270.00 - $91,320.00 per year