More jobs:
RPSS Daily Record Keeper
Job in
Neenah, Winnebago County, Wisconsin, 54956, USA
Listed on 2026-01-12
Listing for:
Associated Bank
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Hybrid or On-Site locations:
Neenah 100 Wisconsin time type:
Full time posted on:
Posted Yesterday job requisition :
JR104380
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.
*** Role Summary Join our Retirement Plan Services team as the primary technical support contact for plan administration. In this role, you will ensure accurate daily processing, participant balances, and plan-level maintenance while delivering exceptional service to internal and external partners. This position offers the opportunity to deepen your expertise in retirement plan operations, regulatory compliance, and financial reconciliation.###
** Key Accountabilities
*** Process participant and plan transactions, including enrollments, changes, contributions, dividends, loans, and QDROs, while meeting all processing deadlines.
* Analyze, generate, and maintain participant loans, including documentation, compliance review, amortization schedules, and delinquency management.
* Review and resolve complex plan and participant corrections using regulatory knowledge, internal guidelines, and collaboration with administration teams.
* Serve as the primary contact for Retirement Plan Services Administration, addressing questions, research requests, and reporting needs.
* Reconcile daily retirement plan fund assets and cash, resolving discrepancies to ensure compliance with plan documents.
* Prepare and balance quarterly reports, verifying accuracy across tax codes, recordkeeping systems, and trust accounting systems prior to participant statement generation.
* Maintain clear and thorough documentation to support audits, compliance requirements, and plan reporting.###
** Education & Experience
**** Required
* ** Associate degree in Business, Accounting, or Finance (or equivalent experience)
* 2+ years experience in Business, Accounting, or Finance
** Preferred
* ** Bachelor’s degree in Business, Accounting, or Finance
* 4+ years experience in Retirement Plan Services###
** Why You’ll Love Working Here
** At Associated Bank, you’ll join a supportive team that values expertise, teamwork, and continuous learning. We offer opportunities to grow your career, expand your retirement plan knowledge, and make a meaningful impact for our customers and colleagues.
** Apply today to build your future with us.
**** In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
*** Retirement savings including both 401(k) and Pension plans.
* Paid time off to volunteer in your community.
* Opportunities to connect with others through our diversity-focused
Colleague Resource Groups.
* Competitive salaries with professional development and advancement opportunities.
* Bonus benefits including well-being programs and incentives, parental leave,an employee stock purchase plan, military benefits and much more.
* Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.
Join our community on,and.
** Compliance Statement
** Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise…
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