Temporary Operations Support Associate - Cash Management at Millennium Trust Company (Chicago, IL)

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MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients’ success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.

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, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going “Above and Beyond,” so each client experiences the highest level of service.

We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!

POSITION SUMMARY:

This position is responsible for providing operational support to the Operations – Cash Management team. This team is responsible for processing all aspects related to incoming and outgoing cash funding such as Check(s), Wire(s) and ACH(s). The ideal candidate will be a quick learner and have strong attention to detail, accurate and rapid data entry capabilities and capacity for multitasking. Through verbal and written communication, this person will need to develop, strengthen and maintain a positive relationship with other internal Operational teams, Customer Service Representatives, IT and external Business Partners.

ESSENTIAL JOB FUNCTIONS:

  • Review, sort and prepare data to be entered into internal portal
  • Validate all incoming checks for deficiencies or errors
  • Perform clerical functions of scanning of all documents for Internal review
  • Prepare and mail outgoing customer correspondence and checks
  • Process all approved checks through the banking relationship’s electronic remote capture
  • Ensuring that all processing consistently meets established service levels and is done with a high degree of accuracy
  • Assisting with any other task or projects as assigned

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

  • Associates degree or commensurate work experience
  • 1-2 years previous experience in an office environment and/or banking experience preferred
  • Detail-oriented, organized and dependable
  • Have the ability to type, enter data and perform other duties quickly and accurately
  • Work independently and be proactive in resolving issues and seeking additional work as time allows
  • Have strong computer aptitude and proficiency with Microsoft Outlook and Excel, building spreadsheets and entering data is a must
  • Possess strong verbal and written communication skills
  • Be proactive and analytical, able to problem-solve and propose resolutions
  • Operate with a high sense of responsibility and conscientiousness in delivering results
  • Be optimistic with a consistently positive and flexible attitude
  • Have the ability to meet established department service levels
  • IRA knowledge and experience a plus

OTHER REQUIREMENTS:

  • Overtime as required

Check out a video on our Company Culture! Millennium Trust Culture

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • Node.jsFrameworks
    • MongoDBDatabases
    • MySQLDatabases
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • PhotoshopDesign
    • ConfluenceManagement
    • DrupalCMS
    • SalesforceCRM
    • Salesforce Marketing CloudEmail

Location

Our company is located in the heart of Oak Brook, within steps of Oakbrook Center mall.

An Insider's view of Millennium Trust Company

What are some social events your company does?

Our MTC culture is defined by our employees for our employees. The primary aspect of our culture that makes us so unique is our ability to “Celebrate”. From charity events to social gatherings, we provide employees with multiple opportunities to learn more about one another, give back to others and expand our professionals skills!

Rebecca Karnoscak

Senior Human Resources Coordinator

What does your typical day look like?

I collaborate with our internal business users to gather requirements for projects and enhancements. I develop these solutions using both no-code and code methodologies in Salesforce. It's rewarding knowing that we're making life easier for both our internal and external clients through streamlined, automated processes, and shorter turnaround time.

Alec Dorner

IT Business Developer/Analyst

How has your career grown since starting at the company?

I started out as a Sales & Marketing Coordinator at MTC in 2013. I’ve since been promoted twice, and asked to lead our MTCulture Team. I test-drove my leadership skills early on by volunteering for opportunities to lead small meetings/projects, join internal and external committees, organize events and workshops. I always welcome a challenge!

Lauren Schulz

AVP, Regional Director, Custody Services

How do you make yourself accessible to the rest of the team?

Throughout the transition to a virtual work environment, I have continued with a “virtual” open door policy. I give visibility into my workload and transparency about my availability through the use of MS teams, email and open dialogue on current and upcoming projects.

Rachel Guinan

Accounting Manager

What are Millennium Trust Company Perks + Benefits

Millennium Trust Company Benefits Overview

We provide a full range of competitive benefits, augmented by what we'll call 'soft' benefits like our state-of-the-art office building with fitness center (free access/membership) and business-casual dress code.

Culture
Volunteer in local community
Partners with Nonprofits
Eat lunch together
Intracompany committees
Open door policy
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Professional Development Benefits
Tuition Reimbursement
We offer eligible employees a company funded contribution applied to a qualified higher education student loan. This benefit helps employees pay off their student loans faster and save money.
Lunch and learns
Promote from within
Time allotted for learning

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