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Retirement Plan Specialist - Client Services & Compliance

Job in Neenah, Winnebago County, Wisconsin, 54956, USA
Listing for: Associated Trust Company, NA
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Business
    Office Administrator/ Coordinator
Job Description & How to Apply Below

Associated Trust Company, NA in Neenah, Wisconsin, is hiring a Retirement Plan Specialist. This role involves supporting retirement plan clients and managing day-to-day account administration. You will ensure compliance and provide excellent customer care.

The ideal candidate should have an Associate’s degree and less than 2 years of experience in financial services. Strong customer service and organizational skills are crucial, along with analytical abilities and proficiency in Microsoft Office.

Benefits include 401(k), paid time off, and opportunities for professional development.

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