Horizon Bank
  • - Trust & Investment Management - ESOP
  • Michigan City, IN, USA
  • Full Time

Duties
Establish new accounts on data processing system.

Verify that accounts are established in accordance with the legal documents.

Establish loan amortization schedules including share release calculation.

Establish stock share amounts for new accounts on data processing system.

Process loan payments and participant distributions.

Process wire transfers.

Take ESOP Committee meeting minutes.

Verify that financial data charts in ESOP valuation reports balance.

Conduct follow-up with ESOP clients to obtain required file documentation.

Manage email correspondence from ESOP clients.

Verify that stock certificates are received and that allocated/unallocated amounts are correct.

Verify that ESOP closing binders have been received and properly uploaded into document imaging.

Send letters regarding timing of distributions and contribution/payments – centralized reminder.

Routinely verify and implement annual procedures including streamline annual ESOP requirements.

Respond to client phone calls.

Conduct special projects as requested.


Qualifications/Skills

Experience with employee benefit plan recordkeeping is a plus.

High school diploma or equivalent required.

Knowledge of Excel, Word, and Acrobat.

Ability to follow written procedures and take verbal direction.

Attention to detail is a must.

Ability to perform basic math calculations (addition, subtraction, multiplication, division, fractions).


EEO Employer/Vet/Disabled

Horizon Bank
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