Operations Support Associate - Institutional Account Services (Remote)

Choose your next journey as Operations Support Associate - Institutional Account Services with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don't meet every single requirement? Here at Millennium, we believe there is NO "PERFECT" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Operations Support Associate is responsible for providing support to the Operations - Retirement Services team. This team is responsible for the recordkeeping of service agreements, establishing new accounts, reviewing and processing incoming funds, and submitting Welcome Kit letters related to various retirement products,. The ideal incumbent will be a quick learner and have strong attention to detail, accurate and rapid data entry capabilities and a capacity for multitasking. Through verbal and written communication, this individual will develop, strengthen and maintain a positive relationship with other internal Operational teams, Sales and external, record-keepers, plan sponsors and third party administrators.

• Record and safeguard Service Agreement data within the CRM system
• Manage incoming files and review, detect and resolve issues to effectively process within the established service levels
• Review and prepare incoming checks, wires, ACH activity and client welcome letters
• Follow up on outstanding issues relating to service agreements, accounts, funds and pending items
• Respond to incoming and outgoing communications, including emails, phone calls, cases and faxes
• Effectively communicate and utilize sound judgment to escalate issues that may require intervention of the Supervisor
• Ensure that all processing consistently meets established service levels and is done with a high degree of accuracy
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Associates degree or commensurate work experience
• 0 - 2 years of applicable experience
• Be detail-oriented, organized and dependable
• Have the ability to type, enter data, follow directions and perform other duties quickly and accurately
• Work independently and seek additional work as time allows
• Strong computer aptitude and proficiency with Microsoft Outlook and Excel
• Strong verbal and written communication skills
• Be proactive and analytical, able to problem-solve and propose resolutions
• Be a team player with a positive attitude
• Operate with a high sense of responsibility and conscientiousness in delivering results
• Be optimistic with a consistently positive and flexible attitude
• IRA knowledge and experience preferred
• Prolonged periods of sitting at a desk and working on a computer
• Ability to work overtime

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end,we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our tremendous growth on lists, such as Crain's Fast 50 and Inc. 5000, as well as our dedication to our customer's wellbeing receiving the 2021 Gallagher Best-In-Class Employer and the 2020 Greater Oak Brook Chamber of Commerce Exceptional Service Award.