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Account Services Associate
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Full-time
- SUMMARY: Responsible for the review of new and existing IRA information and deposit accounts.
- Performs legal research and reviews REG CC holds.
- Monitor and submit monthly interest payments for all Interest On Lawyer Trust Accounts (IOLTA)
- Process and/or verify incoming and outgoing wires via the Fedline Advantage Fedwire system, balance daily incoming and outgoing wire totals to GLs and to Federal Reserve balance, verify signatures and dollar limits of those requesting wires and credit incoming wire funds to customer accounts.
- Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures.
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