Career Opportunities
Thanks for visiting Careers at Millennium Trust Company, LLC! We are always looking for talented people to join us.
If you're looking for challenging opportunities in a progressive, fast-growing, team driven company, please review
the available career opportunities below and submit a resume and cover letter to hrd@mtrustcompany.com
or fax us at (630)368-5699 and indicate the opportunity in which you are interested. We offer excellent benefits including a 401(k)
plan with company match.
About Millennium Trust
Millennium Trust is an independent trust company and leading provider of administrative and custody services including Traditional,
Roth and SEP IRAs for individuals, Solo 401(k)s for self-employed and business owners, integrated Health Savings Accounts for
individuals and the group market, an Automatic Rollover solution for plan sponsors,
Advisor Services and Personal Trust Administration.
Millennium Trust offers self directed investment capabilities and access to a wide variety of non-proprietary products including traditional
assets such as stocks, bonds and mutual funds, as well as alternative assets.
Account Administrator – Alternative Investments
Responsibilities: This person is responsible for all client and financial
advisor interactions for investments in alternative assets. Through verbal and written
communication, the person develops, strengthens and maintains a positive relationship with
clients and financial advisors. In doing so, this person also assumes primary responsibility
for the placement of trades in investments; and interacting with all necessary departments to
implement client requests or inquiries for their investments in alternative assets (real estate,
promissory notes, hedge funds, LLCs, limited partnerships, etc.)
Qualifications: The ideal candidate will demonstrate the following skills:
- Strong computer aptitude with proficiency with Microsoft Outlook, Excel and Word
- Working knowledge of trust systems--Metavante and Trust Desk preferred
- Excellent verbal & written communication skills are a must to effectively communicate with clients
- Demonstrate proactive, analytical, problem-solving, and decision making skills
- A Bachelors degree in business or finance or minimum 3 years experience in financial services industry
Preferred Skills:
- Three to five years prior work experience in financial services industry, specifically client relationship management
- Prior work experience in an investment department as an account administrator
- IRA knowledge and experience with private placements, and real estate transactions is a definite plus
Marketing Coordinator
Responsibilities: Position is responsible for creating business opportunities through marketing including brand management, enhancing and updating the website, creating public relations opportunities, creating marketing pieces, enhancing presentation books, coordinating event and conference participation, coordinating database management, and assisting with various mailings. This position reports directly to the Director of Marketing.
Qualifications: Requirements include excellent organizational and follow-up skills; good PC literacy including Outlook, Microsoft Word, PowerPoint, Excel, Quark and exposure to Business Contact Manager or similar database would be desirable; good verbal and written communication skills; strong attention to detail; flexibility; team orientation; the ability to handle multiple tasks simultaneously; and the ability to meet deadlines. Previous experience with marketing/sales is helpful.
IRA Administrator
Responsibilities: Responsible for the daily activities of various retirement accounts including: Traditional and Roth IRA's, SEP, SIMPLE, Solo 401(k), Automatic Rollover's and Health Savings Accounts. Daily activities will include but not be limited to : researching client inquiries, processing purchases, sales, and distributions, calculating required minimum distributions.
Qualifications: The ideal candidate will demonstrate the following skills:
- 1-3 years of IRA administration experience
- Excellent customer service and follow-up skills
- PC Proficient
- Ability to multi-task and problem solve
- Team Oriented
- IRA certification is a plus
- Bilingual is a plus
Sales/Relationship Management
Responsibilities: Position is responsible for variety of sales and marketing functions including communicating with
institutional and individual prospects. Both inside and outside sales opportunities are available.
Qualifications: Requirements include excellent organizational and follow-up skills; good PC literacy including Outlook,
Microsoft Word,
PowerPoint and Excel and exposure to ACT! or similar database would be desirable; good verbal and written communication skills; strong attention
to detail; flexibility; team orientation; the ability to handle multiple tasks simultaneously; and the ability to meet deadlines. Previous experience with
marketing/sales and financial service company is helpful.
Account Administrator / Security Movement & Control
Responsibilities: This person would be responsible for the daily activities of various client accounts, including but not
limited to: daily reconciliation of bank accounts; processing incoming wires and checks, stop payments, void checks, and fee processing;
balancing of various suspense accounts; monitoring of outstanding checks and includes phone contact.
Qualifications: The ideal candidate will demonstrate the following skills:
- Must be detail-oriented, organized and a dependable individual
- Strong computer aptitude with proficiency in Microsoft Word and Excel
- High level of verbal communication skills
- Ability to multi-task and problem solve
- Team oriented
Account Administrator - Investment Advisor Client Service
Responsibilities: Provides client servicing and operational support to our Investment Advisor clients.
Duties include processing of client transactions, working with brokerage firms and clearing house in confirming account
balances. Assist Investment Advisors with respect to placing trades via trading platform and respond to client inquiries.
Qualifications: Candidate should have a college degree in Finance, Accounting or Business Administration or
preferably two years experience in financial services industry specifically investments, account administration and client services.
Recent grads will also be considered. Strong computer aptitude with proficiency in Microsoft Excel and Word is required.
Familiarity with Metavante Trust Accounting System is a plus, not required. Candidate must possess strong analytical and
problem solving skills. Candidate must be client friendly and timely in response to clients and Investment Advisors.
Candidate must be able to organize, plan and prioritize effectively in order to thrive in fast paced client oriented environment.
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HOW TO APPLY
Interested candidates may forward your resume using any of the following:
Attention:
Human Resources Department
Email:
hrd@mtrustcompany.com
Phone:
630.368.5600
Fax:
630.368.5699
Mail:
Millennium Trust Company, LLC
820 Jorie Blvd., Suite 420
Oak Brook, IL 60523
BENEFITS
EOE, 401(k), Medical, Dental, Life |
