Details
Posted: 09-May-22
Location: Chicago, Illinois
Type: Full Time
Required Education: 4 Year Degree
Salary: depends upon qualifications
Categories:
Finance
Additional Information:
2 openings available.
This position serves as chief administrator and relationship manager for custody accounts, primarily in the employee benefits area.
Primary duties include, but are not limited to, the following:
- performance of all duties specified in the terms of a custodial, safekeeping or investment management agreement
- participation in trust calling program by making calls on customers, investment managers and consultants
- provision of assistance in the preparation of detailed instructions and procedures for custody trust accounts and ensures completion of related tasks and processes
- hosting and/or attendance of entertainment events for trust client base
- development of new business from existing or prospective customers
- coordination of marketing and preparation of requests for proposals for all types of trust accounts
Education/Experience
- Bachelor's degree in finance or business
- Three (3) years of financial experience which demonstrates knowledge of financial practices
Skills
- Ability to deal effectively with investment managers, consultants and customers
- Analytical aptitude
- Communication (verbal/written)
- Computer (document/spreadsheet)
- Customer service orientation
- Detail attentiveness