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Senior Trust Officer

GreatBanc Trust Company

in Lisle IL

We are the premier provider of ESOP fiduciary services.  Due to the significant growth we have experienced the last two years, we are seeking an experienced professional to join our trust administration team in our Lisle, IL location.

The ideal candidate will have at least 10 years fiduciary experience servicing DC plans; experience with ESOPs is a plus.

Primary responsibilities of the position include:

  • Managing a book of Qualified Retirement Plan Accounts
  • Manage relationship with other service providers such as financial advisors, third party administrators, accountants and attorneys as potential referral sources
  • Monitor daily transactions to ensure accurate posting of trust activity
  • Perform periodic reviews of accounts to ensure accuracy of information and compliance with plans’governing instruments and relevant laws and regulations
  • Monitor distribution process to ensure accurate processing of plan distributions
  • Preparation of ESOP voting materials for annual proxy votes and review of tabulations
  • Training and supervision of trust administrators
  • Troubleshoot inquiries from clients and their advisors
  • Periodic review of financial reporting of ESOP clients with investment group to ensure fiduciary oversight process
  • Review annual valuation reports of ESOP clients
  • Attend Fiduciary Committee meetings to set ESOP stock prices and the oversight of ESOP transactions
  • Assist in the procuring of new business

GreatBanc is an independent, 100% employee owner company which has been in business since 1989 and has customers across the country. 

How to Apply

Reply via email to jmarino@greatbanctrust.com


This ad has been viewed 714 times. It expires on 11/19/2017.

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