• Full-time, exempt (salary: $100K), benefit eligible
• Reports to the Vice President/Trust Administration
• Work schedule has flexible daytime hours with 3-days per week in the office and 2-days remote

Join a fast paced and growing company where you are a recognized contributor. Excellent work environment and culture.

The Trust Officer is an integral part of the Administration team and provides a high level of client care. The Trust Officer has responsibilities for managing a large book of client relationships, including revocable and irrevocable trusts and investment management accounts. The Trust officer is responsible for client care, account maintenance, and working with the Portfolio Manager and the Financial Services Representative to achieve client goals.

What we look for:

• Bachelor’s degree.
• Four to six years trust experience, excellent analytical skills, and an ability to understand legal documents.
• Estate settlement experience preferred.
• Financial planning experience preferred.
• Familiarity with trust tax laws and filings.
• A good problem solver: able to identify issues and resolve them appropriately.
• A good understanding of all essential tools, systems, and software common to financial institutions and trust companies including trust accounting systems.
• Ability to learn and utilize multiple company systems. Proficiency with Microsoft Office (Outlook, Word, Excel, Power Point).
• Strong communication (oral and written) skills.
• Excellent customer service skills; excellent interpersonal skills for a quality working relationship with vendors, bankers, security brokers/dealers, Covenant Trust staff and other service representatives.
• Excellent organizational skills as well as the ability to manage multiple tasks efficiently and accurately.
• Ability to work in a high volume and fast paced environment, handling multiple deadlines and multiple projects in a timely and professional manner.
• Must be self-directed and motivated, able to work independently with excellent follow through and attention to detail, yet also able to work collaboratively with others.
• Must be able to maintain strict confidentiality.
• Occasional travel required.

Excellent benefits including choice of two medical plans, prescription drug coverage, dental, and vision; employer paid life and disability; 401(k) with employer match; 10 paid holidays and PTO; voluntary benefits include accident and critical illness, auto and home insurance, pet insurance, identity theft protection; pre-tax commuter benefits.

To apply for this position, please send a cover letter and your resume to Jane Westerfield, HR Director, at jmwesterfield@covenanttrust.com. Position description available upon request. A resume can also be submitted through our website:  Contact – Covenant Trust

Covenant Trust Company is a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Our shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University.  Our mission is to provide effective legacy planning and financial management to our clients. Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information.  For more information, visit www.CovenantTrust.com

Equal Opportunity Employer