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Trust Account Administrator / Trust Operations

JobGiraffe Oak Brook, IL
  • Posted: over a month ago
  • $40,000 to $44,000 Annually
  • Full-Time
  • Benefits: Medical, Life Insurance, 401k, Dental

JG ID #19-1492 - Oak Brook, IL 60523 - Diane Padilla, Lead Recruiter

Trust Account Administrator / Trust Operations
*** Two Job Openings ***
Up to $44,000 to start plus full training, outstanding company-sponsored benefits, OT paid at time-and-a-half AND annual bonus!
Near West Suburbs - Oak Brook Area

As a Trust Account Administrator in the Retirement Account Services Department, your job duties and responsibilities will include:

- Being trained to open new accounts
- Reviewing, processing and logging new account files
- Recording information from service agreements in the Company's Customer Relationship Management [CRM] system
- Reviewing and processing incoming electronic transfers and checks
- Serving as a liaison to the Sales Team
- Assisting the Sales Team with inquiries related to service agreements, incoming files, funds and data
- Managing incoming files, detecting and resolving any issues that arise
- Following up on outstanding issues related to service agreements, accounts, funds and/or pending items
- Escalating highly-complex issues to management as necessary
- Auditing account details and fees for accuracy, while ensuring data integrity
- Responding to incoming and outgoing communications, including emails, calls and faxes
- Generating various daily and ad hoc reports
- Assisting with the development and revision of Department processes and procedures
- Once fully trained, assisting with the training of new staff members
- Handling special projects as assigned

An ideal candidate profile will include the following experience:

- At least one year of Trust Account and/or Trust Operations experience OR;

- At least two years of full-time experience from within the banking and/or financial services industries

In addition to the following qualifications:

- Intermediate to advanced proficiency with Microsoft Word, Excel and Outlook
- Fast and accurate data entry skills
- Comfort with numbers, spreadsheets and math
- Analytic skills
- Critical thinking and problem solving skills
- Organizational skills and attention to detail
- Follow up skills
- A willingness to work overtime (paid at time-and-a-half) during the busy season

PLUSES... That may enable your resume to stand out:

+++ A Bachelor's Degree in Finance, Accounting, Business or similar

+++ Working knowledge of trust accounting systems, IRAs and/or alternative assets

+++ Knowledge of and/or experience with IRA and/or IRS rules and regulations

JobGiraffe's client is a leading provider of specialized services to the financial services industry.

All resumes submitted will be reviewed based on the candidate profile listed above.

JobGiraffe

Why Work Here?

JobGiraffe makes your job search easy... Reach Higher in your career with JobGiraffe!!

Each year JobGiraffe helps thousands of job seekers to find direct hire, temp-to-hire and contract positions throughout Chicago and the Suburbs. Whether our clients are hiring for a specific position or staffing an entire department, JobGiraffe connects the very best job seekers with the companies who need them. All fees and associated placement costs are paid for by the clients of JobGiraffe. There is never any cost or fee to our candidates and no contracts or obligations are required.

Address

Oak Brook, IL
USA

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