Trust Administration Assistant jobs in the United States

Join a company that is making a difference, and where contributions are recognized and valued.

At Covenant Trust Company, we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. We thrive on helping our clients to achieve their purposes and make a difference in the world around them.

We are a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.

Position Summary

The Trust Administration Assistant is responsible for data entry, document tracking, follow up with clients and internal staff, various account reconciliations, and physical and electronic file maintenance.

What we look for:

• College preferred.
• Two-years general office and support role experience, and knowledge in the areas of accounting or business desired.
• A heart for serving others and a passion for helping individuals and mission-centered institutions achieve their financial and charitable purposes.
• 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.

Position Details

Reports to the Vice President of Trust Administration

Full-time, non-exempt, benefit eligible

39 exempt full-time employees, 3 non-exempt full-time employees

Monday through Friday work schedule with flexible daytime hours

3-days per week in the Chicago office and 2-days remote (after a period of orientation)

Excellent benefits including choice of three medical plans; prescription drug coverage; dental; vision; employer paid life and disability; structured bonus; 401(k) with employer match; 11 paid holidays; PTO; paid volunteer time off; 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 Kiersten Lundgren, HR Manager, at kelundgren@covenanttrust.com. Position description available upon request. A resume can also be submitted through our website:  Contact - Covenant Trust

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