Trust Operations Specialist U.S. Fiduciary Services, Inc. Lisle, IL Job Details Full-time $65,000 - $72,000 a year 22 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance 401(k) matching Employee stock ownership plan Life insurance Referral program Qualifications Microsoft Word Microsoft Excel Microsoft Outlook Microsoft Office High school diploma or GED Entry level Full Job Description

GREATBANC TRUST COMPANY JOB DESCRIPTION JOB TITLE

Trust Operations Specialist Salary Range:

$65,000-$72,000

LOCATION:

Lisle, IL

REPORTS TO

Operations Manager, VP

DEPARTMENT

Operations EXEMPT:

Yes

GENERAL PURPOSE

As a premier provider of trust services, we are seeking a Trust Operations Specialist to become an integral member of our Qualified Retirement Plans team in our Lisle, Illinois office.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Complete internal and external client requests through execution of daily Trust Operations activities in trust system and client relationship management system. Process all account activity (i.e., transactions, deposits, distributions, wires, etc.) by their established deadlines. Work with account officers to register assets and retitle securities. Open and/or close accounts in their entirety. Coordinate and complete annual reconciliation of client accounts to be presented to account officers for approval. Follow-up on outstanding documentation for client accounts such as stock certificates. Respond to internal and external client inquiries. Participate in Tasks and Projects. Perform quality control checks with daily tasks to ensure accuracy.

EDUCATION/EXPERIENCE

High School Degree or Equivalent. Experience in trust or employee benefit plan operations a plus. Proficient in Microsoft suite, especially Outlook, Excel, and Word.

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance

Employee Stock Ownership Plan Schedule:

Monday to

Friday Work Location:

Hybrid after training period