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Job Description
:
First American Bank is a family owned, full-service bank with over 50 locations in Illinois, Florida, and Wisconsin. Our mission is simple: to offer competitive banking products with the personal attention and service customers deserve. First American Bank can offer employees a level of visibility and stability that is difficult to find in many larger corporations. We are looking for people who want a career – not just a job!
This position supports Wealth Management by serving as the subject matter expert in assigned areas, including IRA management, system administration, and serving as the team lead for all department and corporate-wide initiatives. Additionally, this position supports both internal and external audits, monthly and quarterly ing, and annual tax processing.
DUTIES & RESPONSIBILITIES:
Serves as the subject matter expert for IRA Management.
Serves as the project lead for all Department and Corporate-wide initiatives.
Responsible for System Administration of TrustTrac, AddVantage, and Investor’s View Compliance.
Serves as distribution check signatory.
Develops & executes department-wide training.
Coordinates annual tax processing for1099 B, DIV, INT,1099R, 5498, 1099 MISC forms.
Facilitates EFTPS processing.
Coordinates audit request responses for all state, federal and internal audits.
Generates monthly & quarterly ing including the Board , RCT , overdraft , and PCG monthly s.
Other duties as assigned.
QUALIFICATIONS:
College Degree or equivalent job experience
Minimum of 7 years banking experience with a concentration in bank operations, project management and regulatory ing.
Experience with Trust Accounting Systems required.
FIS AddVantage experience preferred.
Excellent verbal and written communications skills.
Ability to work in Windows based environment.
Proficient in Microsoft Office Word and Excel.
Microsoft Access or other database experience would be a plus.
Extremely Detail oriented.
Typical schedule will be Monday-Friday, 8:00am – 5:00pm.
Remote work allowed.
Additional hours may be necessary to support the business needs.
