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Trust Associate – To $80K – Chicago, IL – Job # 2967

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Trust Associate role in the Chicago, IL market. The successful candidate will be performing land trust administration, trust operations support with daily disbursements and long-term projects, and investment services support.

The position offers a generous salary of up to $80K and a full benefits package. (This is not a remote position).

Trust Associate responsibilities include:

  • Supporting the trust department and investment services department in a variety of ways.
  • Engaging with customers, handling requests from start to finish; resolving issues in a timely manner while ensuring customers are well informed of the status of their requests and/or issues that may arise.
  • Conducting new land trust customer onboarding; including account set-up, monitoring receipt of pertinent account documentation as well as updating Land Trust as changes occur.
  • Prepare trust reports including, but not limited to, monitoring the status of land trusts that require renewal, closed accounts that require finalization, and the status of the litigation.
  • Preparing and tracking investment reviews, and asset allocations and coordinating review with Trust and Investment Services Administrators; ensuring required account information is collected and appropriately updated into the appropriate platform/s.
  • Preparing and delivering monthly invoices to customers for fees incurred on a timely basis.
  • Processing and responding to legal notices such as levies, garnishments, and subpoenas for both the land trust and the bank.
  • Posting payments to customer accounts.
  • Providing support to customers’ legal representatives in creating, maintaining, and completing the required land trust documents.
  • Developing and maintaining standard operating procedures.
  • Ensuring customer documents are maintained, accurate, and in compliance with the current retention policy.
  • Supporting internal, external, state, and FDIC audit requests.
  • Cross-training and supporting trust operations.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • Associate’s or bachelor’s degree in business law or legal studies.
  • Paralegal certification.
  • Three or more years of experience in any of these areas (Land Trust, Real Estate Closing Document Specialist, Real Estate Legal Assistant, or Paralegal).
  • Notary for the State of Illinois in good standing.
  • Enthusiastic, self-motivated individual with the ability to work in high-pressure, time-sensitive environments.
  • Excellent interpersonal skills and customer service skills.
  • Proficient PC skills (MS Word, Excel, Outlook, and PowerPoint).

The next step is yours. Email us your current resume along with the position you are considering to:

resumes@symicorgroup.com

 

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