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.
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
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
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.