{"id":1627,"date":"2008-03-18T21:46:46","date_gmt":"2008-03-18T21:46:46","guid":{"rendered":"http:\/\/blogs.covchurch.org\/newswire\/?p=1627"},"modified":"2010-12-22T12:27:13","modified_gmt":"2010-12-22T17:27:13","slug":"6172","status":"publish","type":"post","link":"http:\/\/blogs.covchurch.org\/newswire\/2008\/03\/18\/6172\/","title":{"rendered":"CTC Seeking Candidates for Senior Trust Administrator"},"content":{"rendered":"<p>CHICAGO, IL (March 18, 2008) \u2013 Covenant Trust Company is seeking a highly qualified individual for the position of senior trust administrator.<br \/>\n<!--more--><br \/>\nCovenant Trust Company currently manages in excess of $400 million in fiduciary assets for individuals and ministries of the Evangelical Covenant Church, offering comprehensive asset management and charitable gift planning services.<\/p>\n<p>Primary responsibilities of this position include account setup, maintenance and closure; compliance and control; client contact; and estate settlement trust tax preparation. Emphasis is on trust administration, although some investment knowledge is required.<\/p>\n<p>Duties of the senior trust administrator include:<br \/>\n\u2022\u00a0\u00a0 \u00a0Interact daily with clients, legal counsel, executors, beneficiaries and Covenant Trust Company staff, to ensure accurate, efficient and timely handling of account maintenance activities<br \/>\n\u2022\u00a0\u00a0 \u00a0Interpret client trust agreements and review new documents prior to account acceptance<br \/>\n\u2022\u00a0\u00a0 \u00a0Establish and monitor trust administration activities to ensure contract compliance, legal and regulatory compliance, and compliance with corporate policies and procedures<br \/>\n\u2022\u00a0\u00a0 \u00a0Coordinate the review and preparation of all tax information for managed accounts<br \/>\n\u2022\u00a0\u00a0 \u00a0Coordinate with executors and representatives to handle the filing of wills, payment of expenses, and the final distribution of assets from the accounts of deceased trust holders<\/p>\n<p>This position is part of the Administration Committee and represents the committee in various meetings and helps develop and review corporate and departmental policies and procedures.<\/p>\n<p>The successful candidate will possess a solid knowledge of personal trust administration, the ability to work independently and with others, and will demonstrate leadership skills and a desire to actively engage in continuing education.<\/p>\n<p>Qualifications include three to five years of experience in personal trust administration, a bachelor\u2019s degree (business preferred), proficiency in Microsoft Office Suite, and excellent interpersonal skills. Desired qualifications include ABA National Graduate Trust School, CTFA, CFP, or JD.<\/p>\n<p>Qualified candidates should submit resumes (with references) no later than May 1 to Eric Johnson, vice president\/chief operating officer, 5215 Old Orchard Road, Suite 725, Skokie, Il, 60077. Material also may be submitted by fax at 847-583-3215 or by email to <a href=\"mailto:esjohnson@covevanttrust.com\" target=\"_blank\">Eric Johnson<\/a>.<\/p>\n<p class=\"wp-report-this\"><a href=\"http:\/\/blogs.covchurch.org\/newswire?moderation_action=report_form&#038;object_type=post&#038;object_id=1627&#038;width=250&#038;height=300\" class=\"thickbox\" title=\"Report This Post\">Report This Post<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>CHICAGO, IL (March 18, 2008) \u2013 Covenant Trust Company is seeking a highly qualified individual for the position of senior trust administrator.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1627","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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