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Legal Staff Paralegal in Manitowoc, WI

Associated Banc-Corp May 21,2019 Apr 23,2019 Location USA Manitowoc WI
This job is expired...

In-House

Legal Staff

Finance - Banking

Trusts and Estates

4-7 yrs required

Profile

Senior Personal Trust Assistant The candidate will be responsible to work with Relationship Managers and management to ensure all account activity and administration is in order in regards to compliance and risk management with established Associated Bank policy, procedure and business strategy as well as applicable regulatory guidelines. Coordinates all aspects of daily account administration for personal trust and agency clients. Monitors situations to ensure prompt action. Interacts with Relationship Managers and internal partners to coordinate daily client activity, oversees transaction processing, documents services provided, handles inquiry resolutions, and obtains appropriate documentation. Communicates information on aspects of a client relationship to Relationship Manager(s) and other internal partners as needed. Performs ongoing maintenance while adhering to compliance guidelines. May participate in projects and process improvement efforts. May administer a small book of business of low to mid complexity with the oversight of a Relationship Manager. Provides general administrative and sales support to Relationship Managers and management. Administrative support may include scheduling, correspondence, reporting and other projects as assigned. Sales support may include monitoring and updating internal systems, reporting and preparing sales presentation and client materials as necessary. Perform MoneyGuide Pro data entry and assist with presentation generation. May assist Relationship Manager in creating financial planning recommendations. Act as a liaison with internal partners such as customer care, legal, credit, etc. to address and resolve complicated transactions and issues. Works directly with Personal Trust customers in partnership with Relationship Managers and internal business partners to answer complex questions and solve operational issues while providing superior customer service. Use online deposit and trust systems to obtain vital client information to include: opening and closing accounts, overseeing account distribution, documentation of discretionary payments and account reviews, and cash processing (bill payment, ACH, wires, etc); as well as performing various other service requests. Provide customer service and process daily transactions for Personal Trust clients as requested. Review and interpret trust documents to ensure compliance with the document’s provisions and fiduciary guidelines and laws; reviews list of assets in order to determine if any risk issues exist. Maintains an understanding of relevant tax laws and legal requirements applicable to trust administration in order to assist in resolving client issues as they relate to the trust agreement.

Qualification and Experience

The candidate must have a Associate's Degree or equivalent combination of education and experience Business, Finance, Accounting, Paralegal or related field. Bachelor's Degree Business, Finance, Accounting, Paralegal or related field is Preferred. 4-7 years Banking or office/administrative or paralegal experience is essential. Less than 2 years Prior trust and investment experience is necessary. 2-4 years Knowledge of banking products, services, procedures, practices and loan documentation is a plus. Superior customer satisfaction/service skills and experience are desired. CTFA-Certified Trust and Financial Advisor is Preferred.

Additional info

REF-1910610

Company info