Experience Inc. Jobs

Job Information

ASSOCIATED BANK NA Trust Centralized Services Specialist in GREEN BAY, Wisconsin

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. We invite you to view the opportunity below. 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. This person will also: 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, procedures, and regulations have been followed. Evaluate and process a variety of templated customer communications as requested by Trust... 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/A7E506E039AF444F

DirectEmployers