Thank you for your interest in working at Covenant Trust. We currently have the following positions available. 

Administration and Operations Assistant
Full-time non-exempt position, $17 an hour, eligible for benefits, reports to Vice President of Trust Administration
Join a fast paced and growing company where you are a recognized contributor.
The Administration and Operations Assistant is an integral part of the administration team at Covenant Trust Company. Under general supervision this position 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 supports both the administration and operations teams and is integral to the success of both.
Primary Responsibilities:
  • Update and maintain trust accounts and files to ensure accuracy of account information.
  • Open accounts on trust accounting system.
  • 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.
  • Other duties as assigned.
What we look for:
  • Some college preferred.
  • Two-years equivalent experience, and knowledge in the areas of accounting or business.
  • Proficient with Microsoft Office (Outlook, Word, Excel, etc.) and good computer technical skills.
  • 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.
Covenant Trust Company offers excellent benefits including medical, prescription, dental and vision; employer paid life insurance and short-term disability; voluntary benefits including accident and critical illness, auto and home insurance, pet insurance, identity theft protection; 401(k) match; 10 paid holidays and PTO.
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.

   

Financial Services Representative
Full-time, Exempt, eligible for benefits, Reports to the President of Covenant Trust Company; location of primary focus is Covenant Living at Northbrook
Join a fast paced and growing company where you are a recognized contributor.
Financial Services Representatives (FSRs) are the primary lead generators for Covenant Trust Company, driving new business growth for the company. The FSR generates leads and prospects through working with Evangelical Covenant Church (ECC) entities and ministries, philanthropic organizations and boards, and conversations with interested individuals. Through presentations, the FSR demonstrates the value of becoming a Covenant Trust client. The FSR is the client and prospect relationship manager.
Major Responsibilities:
  • Brings in new managed money and estate planning clients for Covenant Trust.
  • Provides financial and legacy consultation for interested persons by gathering their information and analyzing their situation; provides information on Covenant charitable opportunities; suggests account options based on prospect’s stated goals; expedites implementation of prospect’s decisions.
  • Schedules and leads presentations on various financial and legacy planning topics and follows up on inquiries generated by such presentations.
  • Establishes and maintains regular contact with conference superintendent, pastors and leaders of other Covenant ministries in assigned conference(s).
  • Regularly visits Covenant Living retirement communities in assigned region(s).
  • Meets with ministry boards, attends conference annual meeting, ministerium meetings (as invited), offers presentations for the meetings, and staffs Covenant Trust display at such meetings.
  • Maintains regular contact with all known prospects in assigned region(s).
  • Serves as Covenant Trust’s on-site representative to gather and transmit information and/or documents as needed between the client and Covenant Trust.
  • Maintains regular contact with all clients in assigned region(s).
  • Participates in regularly scheduled administrative reviews of client accounts with Covenant Trust trust administrator.
What we look for:
  • Five (5) years’ experience in the financial services industry.
  • CFP® designation preferred, or other demonstrated financial expertise.
  • Unwavering personal integrity and ethics.
  • Excellent communication (oral and written) and interpersonal skills; excellent client/customer service skills.
  • Excellent organizational skills as well as the ability to manage multiple tasks efficiently and accurately.
  • Self-directed and motivated, able to work independently with excellent follow through and attention to detail, yet also able to work collaboratively with other FSRs and corporate office staff.
  • Ability to work independently and to meet goals and objectives.
  • Outgoing personality, comfortable meeting and talking with all types of people including clients and prospects, their family members, attorneys, accountants, service providers, Covenant Living administrators, Covenant Trust staff, etc.
  • Ability to maintain complete confidentiality and build relationships based on trust.
  • Ability and willingness to schedule presentations or meet with clients/prospects on evenings or weekends.
  • Understanding of the Evangelical Covenant Church and its mission is desired.
  • Bi-lingual skills are a plus.
  • Proficient with Microsoft Office (Outlook, Word, Excel, etc.).
Covenant Trust Company offers excellent benefits including medical, prescription, dental and vision; employer paid life and short-term/long-term disability; voluntary benefits including accident and critical illness, auto and home insurance, pet insurance, identity theft protection; 401(k) match; 10 paid holidays and PTO.
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.
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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