Account Manager (Remote/Work from Home) at Millennium Trust Company

| Chicago | Remote
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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:
The Account Manager position is responsible for the relationship with advisors and clients which includes conducting daily operations that relate to fund custody services for managed funds or other pooled investment vehicles. The primary functions of this role include processing fund subscriptions and redemptions, re-registering fund assets, executing fund investments, exchanges, redemptions and liquidations, completing payment of fund expenses, accounting and analyzing daily deposits and purchases, reviewing quarterly statements and preparing invoices. Through verbal and written communication, the incumbent will develop, strengthen, and maintain a positive relationship with assigned clients and interact with all necessary departments to implement client requests or answer inquiries.
ESSENTIAL JOB FUNCTIONS:
  • Serve as a dedicated point of contact for assigned fund custody clients
  • Support and guide clients through account opening, the investment process, and ongoing activities
  • Manage incoming and outgoing communications for assigned clients
  • Monitor the establishment of data feeds as needed
  • Review received data files from clients and investment sponsors
  • Process the re-registration of assets
  • Execute asset and cash transactions as directed, including but not limited to alternative assets, traditional assets, brokerage accounts, client subscriptions and redemptions and fund expense payments
  • Monitor and release funds from external bank accounts
  • Answer client inquiries regarding Millennium Trust products, services and fees in a timely and accurate manner
  • Work cross-functionally with various departments within the business to maximize service
  • Other duties as assigned

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
  • Bachelor's Degree in Accounting, Business, Finance, or related field
  • 1 - 3 years of applicable experience - prior work experience in a financial services industry or with alternative investments preferred
  • Strong relationship and communication skills
  • Ability to solve problems, both independently and in a collaborative team environment
  • Ability to maintain the highest quality of service and professionalism
  • Excellent analytical skills with a proactive nature
  • Strong organization skills with a drive to meet deadlines
  • An affinity for accuracy and efficiency
  • Proficiency in Microsoft Excel, Word and Outlook
  • An aptitude for prioritization and multi-tasking
  • A drive to learn and apply new concepts quickly
  • Experience with Salesforce CRM preferred

Check out a video on our Company Culture! Millennium Trust Culture
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • 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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