Retirement Plan Specialist

ASSOCIATED BANK NA • Neenah, WI • 1w ago

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. Provide customer service to internal and external clients and their employees. Support one or more relationship managers with the goal of client retention and growing the book of business. This support includes understanding plan documents to determine terms, responsibilities, and duties of Associated Trust Company in order to service the retirement plans. Work with clients, company employees, Senior Specialist, and Relationship Managers to ensure adherence to standards and regulatory requirements. Day-to-day liaison with internal and external clients to gather information, solve problems by providing solutions, handle inquiries and provide superior customer service concerning the administration of assigned accounts. Responsible for managing the client service expectations by being accessible and responsive to the client and keeping them advised of deadlines and updates. Function as the day-to-day liaison for transaction processing. Job Accountabilities Understand the day-to-day responsibilities for plan administration including but not limited to interpreting plan documents to determine terms, responsibilities, and duties of Associated Trust Company in order to service the retirement plans. Assist with the review of financial statements, fee invoices, contribution and loan delinquency reporting, compliance testing, regulatory reporting and other account maintenance for completeness and accuracy of both qualified and non-qualified retirement plans. Perform ongoing Trust account maintenance while adhering to compliance guidelines. This may include complex documentation required for participants and/or annual administrative reviews required under Reg 9 as promulgated by the Office of the Comptroller of the Currency (OCC). Work with Senior Specialists and Relationship Managers to ensure the plan administration, operations and risk management of each client relationship is in compliance with established Associated... 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/AA2C7CE099594812

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