Skip to Main Content
← Back to Jobs

Legal Services Specialist - Banking

Dahl Consulting Lake Elmo, MN
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

 

Legal Deposit & Reporting Services Specialist

Location: Lake Elmo, MN - Currently majority remote… rotation into the Service Center for onsite processes. If the candidate wanted to work onsite vs. remote we can accommodate

Salary: $40-47k DOE

 

DIRECT HIRE

 

General Summary:

Deposit & Reporting Services team members conduct a wide range of functions. This position delivers exceptional service and support to external and internal clients by ensuring requests are completed in an accurate and timely manner. The primary responsibilities include: Individual Retirement Account (IRA) and Health Savings Account (HSA) support including tax corrections, account maintenance and document review. Performs crucial data verification by monitoring reports and assist with account maintenance projects, research and process undeliverable mail. This position processes garnishments, levies, legal service of process requests, Lawyer & Real Estate Trust account reporting, tax corrections, death notices, Federal withholding, escheatment and affidavits of collections.

 

Qualifications:

  • High school diploma or GED and 1 – 2 years banking experience or educational equivalent.

Essential:

  • Legal Experience is required
  • Updating client account information per SRM case requests
  • Perform critical data verification by monitoring reports and assist with account maintenance projects
  • Research and process undeliverable mail
  • Review statements and notices for special mail coded accounts
  • Review IRA/HSA documentation, transactions and complete tax reporting and corrections; Reconcile and resolve differences for daily general ledger accounts for all Certificate of Deposits, Money Market IRA’s and Safe Deposit Box
  • Regular review of signature cards and beneficial ownership certification for new accounts and changes to existing deposit accounts, assist shared services teams with special deposit account requests.
  • Support garnishments, levies, weekly federal withholding reporting and various report production.
  • Providing appropriate comfort level, ability to train others on job function
Company Description
Job hunting is intimidating. Our mission is to use our expertise and employer connections to land job searchers the roles they seek quickly and painlessly. Utilizing the vast network of trusted client companies we’ve built over more than two decades, our recruiters work one-on-one with candidates to provide excellent personal service in pursuit of an employment offer. We hope you will turn to DAHL for your employment needs at every stage of your life and career.

Our core business is sourcing, qualifying and matching skilled talent for the right roles. We have an excellent team of experienced and friendly recruiters who share the same passion for building long-term, sustainable relationships with our clients, consultants and candidates. We understand speed-to-market is critical within our industry, and can compete with the best of them... We know this because we are among the best of them!

DAHL specializes in workforce process management, vendor management services, as well as sourcing and staffing services. Our workforce solutions and programs ensure the companies we partner with have the right people, the right process, and the right relationships, all at the right cost. DAHL’s size and service offerings enable us the flexibility to provide simple and affordable solutions adaptable to any enterprise’s current program, as well as future growth. Visit www.dahlconsulting.com for more information.

Dahl Consulting

Why Work Here?

We place the right people in the right seats at the right time.

Job hunting is intimidating. Our mission is to use our expertise and employer connections to land job searchers the roles they seek quickly and painlessly. Utilizing the vast network of trusted client companies we’ve built over more than two decades, our recruiters work one-on-one with candidates to provide excellent personal service in pursuit of an employment offer. We hope you will turn to DAHL for your employment needs at every stage of your life and career. Our core business is sourcing, qualifying and matching skilled talent for the right roles. We have an excellent team of experienced and friendly recruiters who share the same passion for building long-term, sustainable relationships with our clients, consultants and candidates. We understand speed-to-market is critical within our industry, and can compete with the best of them... We know this because we are among the best of them! DAHL specializes in workforce process management, vendor management services, as well as sourcing and staffing services. Our workforce solutions and programs ensure the companies we partner with have the right people, the right process, and the right relationships, all at the right cost. DAHL’s size and service offerings enable us the flexibility to provide simple and affordable solutions adaptable to any enterprise’s current program, as well as future growth. Visit www.dahlconsulting.com for more information.

Address

Lake Elmo, MN
USA

Website