Responsibilities include processing/posting income collections, capital changes, and maturities and adjustments; managing cash sweeps and transfers; balancing daily system and cash; processing and downloading/uploading files pertaining to client securities; and providing backup support for other trust operations activities.
Qualifications include the ability to work independently, handle a varied workload while meeting stringent deadlines, and organize and prioritize time and tasks. Good data entry skills are required as is a bachelor’s degree in a business-related discipline or equivalent work experience. Occasional overtime may be required.
The ideal candidate will have completed classes or have experience in finance and/or investments, familiarity with trust accounting (specifically Infovisa MAUI software), excellent interpersonal skills with others at all levels, word processing and spreadsheet skills, and strong follow-up skills.
Qualified candidates should submit a cover letter and resume no later than February 28 to Michael Magnusson, vice president/operations, 5215 Old Orchard Road, Suite 725, Skokie, IL, 60077-1022. Information may also be sent by fax at 847-583-3210 or by email to MKMagnusson@CovenantTrust.com. A more complete job description is available upon request.
Copyright © 2011 The Evangelical Covenant Church.
