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Trust Administrator

GreatBanc Trust Company

in Lisle IL

GreatBanc Trust Company

We are seeking a Trust Administrator to become an integral member of our Qualified Retirement Plans team in our Chicago area office.. Responsibilities include:

  • Reconciling share balances held by various trust accounts and prepare the required trust accounting system entries;
  • Processing employee benefit distributions as requested by clients and/or Account Managers;
  • Posting routine receipts and disbursements;
  • Serving as lead for responding to 1099R inquiries during tax season;
  • Documenting the receipt of financial reports from clients on a periodic basis;
  • Composing routine correspondence to clients and other professionals;
  • Performing monthly account reviews.

THE IDEAL CANDIDATE:Top consideration will be given to candidates that possess a Bachelor’s Degree in Finance or a related field. Experience in administering employee benefit plans desired. Proficiency in MS Office a must.

How to Apply

Send resume to jmarino@greatbanctrust.com


This ad has been viewed 803 times. It expires on 8/18/2018.

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