Retirement Plan Services Support - Distribution Specialist

Associated Bank, NA(12 days ago)

United States, WisconsinOnsiteFull TimeMedior$36,900 - $63,240Retirement Plan Services

About this role

A Retirement Plan Services Support - Distribution Specialist at Associated Bank ensures accurate processing of retirement plan and IRA distributions, providing guidance on compliance and reporting to support client service and regulatory adherence. This role offers an opportunity to deepen expertise in retirement plan operations within a collaborative environment.

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Required Skills

Compliance
Retirement Plans
Reporting
IRA
Financial Regulations
Crystal Reports
Vesting
Distribution
Accounting
Finance

Qualifications

Associate’s Degree in Business, Accounting, Finance

About Associated Bank, NA

associatedbank.com

Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.

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