Sign upLog in
See more jobs

Trust Associate

Johnson Investment Counsel
  • Kenwood, Illinois
    30+ days ago

    Job Description

    Job Title:
    Trust Associate
    Date:
    June 2026
    Department
    Trust
    Reports To:
    Trust Officer
    FLSA Classification:
    Exempt
     
     
     
    Summary / objective of position:
     
    This position will support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws.  Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service. 
     
    Essential functions of position:
    • Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC’s fiduciary responsibilities.
    • Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
    • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
    • Independently manage workflows using checklists and/or proven procedures.
    • Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
    • Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
    • Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
    • Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
    • Gather and compile information from various sources to prepare reports.
    • Assist with a variety of trust-related projects.
     
    Preferred education and experience:
    • BBA/BS degree, or 4+ years of relevant, equivalent work experience."
    • Bank or trust experience is not required.  Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity. 
    • Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
    • Willingness and desire to learn and grow in role.
    • Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
    • Ability to own and manage multiple projects simultaneously and work independently.
    • Organized and detail oriented.
    • Possess excellent problem solving and follow up skills.
    • Computer proficient in Excel, Word, and Outlook.
    • Effective interpersonal and communication skills.
    • Highly relational and easy to work with.
     
    Supervisory responsibility:  N/A
     
    Travel required:  N/A
     
    Work environment:  Temperature controlled, office environment
     
    Physical demands:  Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
     
    Additional eligibility requirements:  N/A
     
    Work authorization/security clearance requirements:  United States Citizen or lawful permanent resident
     
    EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
     
    Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
     

    Numbers & Facts

    LocationKenwood, Illinois
    Websitehttps://www.johnsoninv.com/careers

    Skills

    • Accountingunmatched
    • Bookkeepingunmatched
    • Certified Public Accountant (CPA)unmatched
    • Check Processingunmatched
    • Communication Skillsunmatched
    • Computer Skillsunmatched
    • Course Administrationunmatched
    • Customer Satisfactionunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Documentation Standardsunmatched
    • Establish Prioritiesunmatched
    • Fiduciaryunmatched
    • Financial Transactionsunmatched
    • Follow Throughunmatched
    • Interpersonal Skillsunmatched
    • Investment Managementunmatched
    • Legalunmatched
    • Maintain Complianceunmatched
    • Microsoft Excelunmatched
    • Microsoft Outlookunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Physical Demandsunmatched
    • Policy Developmentunmatched
    • Problem Solving Skillsunmatched
    • Procedure Developmentunmatched
    • Professional Servicesunmatched
    • Project/Program Managementunmatched
    • Regulationsunmatched
    • Regulatory Requirementsunmatched
    • Reporting Skillsunmatched
    • Spreadsheetsunmatched
    • Tax Returnsunmatched
    • Time Managementunmatched
    • Transaction Processing/Managementunmatched
    • Trust Lawunmatched
    • Typingunmatched
    • Willing to Travelunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder