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Trust Operations Assistant – To $70K – Chicago, IL – Job # 2936

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 bank client is seeking to fill a Trust Operations Assistant role in the Chicago, IL area. The position is responsible for working directly with clients, and colleagues and is responsible for performing a variety of diverse administrative functions while delivering excellent customer service.

The opportunity has a generous salary of up to $70K and a benefits package. (This is not a remote position).

Trust Operations Assistant responsibilities include:

  • Supporting the Trust Administrators and Officers.
  • 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.
  • Collaborating with Trust Administrators during new customer onboarding, including account set-up, and monitoring receipt of pertinent account information and documentation.
  • Performing daily reconciliation, including account balancing and discrepancy resolution.
  • Processing wire transfers, and requests using various payment methods ( ie: check, ACH and wire).
  • Collaborating in Business Continuity testing.
  • Initiating and settling trade recommendations on behalf of customers.
  • Participating in document preparation for audit requests and in vendor on-site audits.
  • Conducting month-end asset holding reconciliation with custodians.
  • Participating in the preparation of monthly, quarterly, and annual reporting.
  • Assisting with document filing.

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:

  • Bachelor’s degree in a business-related field preferred.
  • Three or more years of experience in banking operations.
  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Demonstrates professionalism and discretion when engaging with internal colleagues and customers.
  • Strong PC skills (proficient knowledge of 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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