Senior Real Estate Specialist

Choose your next journey as Senior Real Estate Specialist 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 Senior Real Estate Specialist is responsible for daily transactions relating to the purchase, sale, and maintenance of direct real estate investments mainly within IRA's. This will require management of communications with clients, realtors, attorneys and title companies in order to complete real estate transactions and is instrumental in building and maintaining credibility and confidence in Millennium Trust. This role also requires development and maintenance of positive relationships with clients through telephone and email communication. Additional responsibilities include interacting with all necessary internal Millennium departments to resolve client requests or answer any inquiries related to real estate investments, training new employees, and signing closing documents.

• Executes real estate transactions (purchase, sales, bill payments) within accounts
• Serves as a contact person for clients and related third parties as needed
• As necessary, provides answers to client inquiries regarding Millennium Trust's products, services and fees related to real estate investments
• Maintains a professional approach to client service, consistent with MTC protocol and service levels
• Provides educated answers with regard to IRA requirements and Internal Revenue Service Code including prohibited transactions and complex investment scenarios
• Train new employees
• Other duties as assigned

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

• Bachelor's Degree Preferred
• Preferred Major(s): Accounting, Business, Finance
• Years of Experience: 3-5
• Three to five years prior work experience in a financial services or real estate industry
• IRA knowledge and experience with alternative investments preferred
• Experience with real estate preferred
• Strong relationship and communication skills applied to both internal and external clients
• Excellent organizational and multi-tasking skills
• Strong computer aptitude with proficiency with Microsoft Outlook, Excel and Word
• Strong working knowledge of investment transactions, transfers between financial firms and/or experience with processing cash movements
• Excellent verbal and written communication skills
• Ability to maintain the highest quality of service and professionalism
• Demonstrates the ability to proactively analyze, problem-solve, and make quick sound decisions

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.