Trust Operations Specialist III

FIRST AMERICAN BANK • Milwaukee, WI • 22min ago

JOB REQUIREMENTS: Trust Operations Specialist III Org Structure : Job Posting Location Milwaukee, WI - 411 E Wisconsin Ave Category Operations Type Regular Full-Time Minimum Pay USD \$81,000.00/Yr. Maximum Pay USD \$85,000.00/Yr. # of Openings 0 Work Arrangement Fully Remote Job Description First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of \$8+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Trust Operations Specialist III supports Wealth Management and Trust Operations as a senior operational resource and subject matter expert for assigned functions, including IRA management, trust operational systems, tax processing, audit coordination, reporting, and complex transaction support. This role provides technical guidance, leads department and corporate-wide initiatives, evaluates operational exceptions and control needs, supports regulatory and audit requirements, and recommends process, system, and workflow improvements to strengthen accuracy, efficiency, risk management, and compliance. DUTIES & RESPONSIBILITIES: Transaction Processing & Account Administration Serves as an authorized signatory for Trust-related distribution disbursements in accordance with established policies and controls. Coordinates EFTPS administrations and processing activities to support departmental tax reporting and compliance requirements. Review and approve complex trust operational transactions requiring advanced analysis or exception handling. Serve as escalation point for complex account administration, asset transfer, and settlement issues. Evaluate and resolve operational exceptions that require interpretation of procedures, regulations, or fiduciary requirements. Provide guidance to staff regarding unusual or non-routine trust transaction processing. Balancing, Reconciliation & Controls Monitor department operational controls and identify opportunities to strengthen risk mitigation practices. Review reconciliation exceptions and direct corrective actions to resolve outstanding issues. Lead testing, validation, and implementation of new operational controls, workflows, and procedures. Analyze operational trends and recommend control enhancements to management. Tax Processing & Regulatory Support

Coordinates annual tax processing for1099 B, DIV, INT,1099R, 5498, 1099 MISC... For full info follow application link. First American Bank is an Equal Opportunity Employer (Minorities/Females/Disabled/Veterans). *** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/91EE016C535A4937

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