Senior Sales Coordinator (Hybrid)

Choose your next journey as Senior Sales Coordinator 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 Sales Coordinator - Enterprise Accounts is responsible for supporting the Sales Directors and Relationship Managers (RMs) aligned to our Enterprise Accounts (EA). The primary responsibilities of this role include partnering with Sales Managers and Relationship Managers, addressing client requests and assisting in the development of presentations and communications. The ideal incumbent will be client centric, motivated, team oriented, and accountable.

• Partner with Senior RMs to provide support to Enterprise Accounts
• Responsible for Operations inquiries (agreements, funding, files, recalls, etc.) related to EAs
• Coordinate contract changes with the Client and internal Legal Team
• Provide support for DocuSign campaigns
• Facilitate reporting to Enterprise Accounts as needed
• Take calls and emails from current and prospective John Hancock clients and for Fidelity terminating plans
• Serve as backup to Senior RMs as needed
• Assist in the development of presentations and communications to EA
• Other duties as assigned

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

• Client centric - client facing individual with excellent communication skills
• Motivated - an individual who strives to complete their work and go above and beyond all the time
• Demonstrated understanding of Record Keepers and the role they play in the retirement industry
• Ability to work well with other teams to accomplish tasks
• Accountable - acknowledges internal and external requests/questions in a timely manner and then follows through
• Strong collaboration and internal networking skills
• Previous Financial Service and/or Account Management Experience preferred

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.