Administrative Transaction Specialist

4 days ago


Green Bay, Wisconsin, United States Disability Solutions Full time
Job Title: Administrative Transaction Specialist

We are seeking a highly skilled and detail-oriented professional to join our team as an Administrative Transaction Specialist in the Trust Administration department. In this role, you will be responsible for processing various administrative transactions on customer accounts, utilizing your understanding of Associated Trust Company products, services, systems, compliance requirements, and overall administrative processes.

Key Responsibilities:
  • Process receipts and deliveries of securities for Trust customers, either physically or via free receipts through depositories.
  • Transfer or re-register securities for accounts gifting securities or closing, and facilitate the processing of sale proceeds (e.g., real estate, insurance policies).
  • Monitor the Client Services shared mailbox and distribute work as required to various functions within the department.
  • Evaluate and process templated customer communications, including retention letters, address change letters, welcome letters, and Trust Code letters.
Requirements:
  • Bachelor's Degree or equivalent combination of education and experience.
  • 2-3 years of experience in the Financial Industry.
  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable.
Benefits:
  • $55,000 - $65,000 annual salary with professional development opportunities.
  • Retirement savings plans, including 401(k) and Pension plans.
  • Paid time off to volunteer in the community.
  • Diversity-focused Colleague Resource Groups.
About Us:

Associated Bank serves over 120 communities throughout Wisconsin, Illinois, and Minnesota. We value diversity and inclusion in our workforce and strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.



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