Full-time, hourly/non-exempt ($18.00 – $18.26 per hour), eligible for benefits
Reports to the Vice President / Trust Administration

Join a fast paced and growing company where you are a recognized contributor.

Under general supervision, the Administration and Operations Assistant is responsible for data entry, document tracking, follow up with clients and internal staff, various account reconciliations, and physical and electronic file maintenance.

This position will also

• Update and maintain trust accounts and files to ensure accuracy of account information.
• Handle set up for select new accounts.
• Handle all requests as assigned by Trust Administrators.
• Prepare various reports for FSR’s, Administrators, President and CTC Board
• Handle special and seasonal tasks of the Administration Department as assigned
• Track and verify routine and non-routine bills, invoices, cash distributions and receipts, including but not limited to setting up remittance and collecting appropriate documentation for cash movement.
• Reconcile various internal and external accounts.
• Process and track various documents, some of which are legal and/or confidential.
• Prepare reports, forms, letters, and documents that require tracking for return receipt.
• Image various documents to the correct files and accounts.
• Research issues and solves routine problems as they emerge.

What we look for:

• Some college preferred.
• Two-years general office and support role experience, knowledge in the areas of accounting or business desired.
• Proficient with Microsoft Office (Outlook, Word, Excel, etc.)
• Strong organizational and clerical skills
• Strong communication (oral and written) and interpersonal skills
• Attention to detail and the ability to prioritize and multitask.
• Able to maintain confidentiality.
• Dependable and takes initiative within the scope of this position.
• Flexible and able to handle a variety of tasks and responsibilities in a timely and professional manner.
• Able to work occasional overtime.

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.

To apply for this position, please send a cover letter and resume to Jane Westerfield, HR Director, at jmwesterfield@covenanttrust.com. Position description available upon request.

Covenant Trust 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

Full-time, exempt (salary: $100K), benefit eligible
Reports to the Vice President/Trust Administration
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.

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