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 companychartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.
Position Summary
Reporting to the Director of Operations, the Senior Trust Operations Specialist is responsible for providing direction for the daily trust operations functions, supporting the Operations Team on a day-to-day basis, and participates in the rotation of duties of daily work.
What we look for:
- Bachelor’s Degree with business, finance or accounting concentration, or other appropriately related field.
- 3+ years Trust Operations experience required.
- InnoTrust experience preferred.
- Strong communication (oral and written) skills.
- Excellent customer service skills; excellent interpersonal skills for a quality working relationship with clients and Covenant Trust staff.
- Excellent organizational skills as well as the ability to manage multiple tasks efficiently and accurately.
- Ability to learn and utilize multiple company systems.
- Self-directed and motivated, able to work independently with excellent follow through and attention to detail, yet also able to work collaboratively with others when necessary.
Position Details
- Reports to the Director of Operations
- Full-time, 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 [email protected]. Position description available upon request.
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
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Experience:
- Trust Operations: 3 years (Preferred)
Work Location: Hybrid remote in Chicago, IL 60604
