Oakbrook Terrace, IL30+ days ago
Essential duties include assisting Trust clients with inquiries and service requests, opening and closing accounts on trust accounting system, preparing checks for trust expenses, preparing documents, forms, and committee reports as directed, maintaining accurate account records. • Manage the new account opening process to comply with tax and audit policies and regulations, which includes processing paperwork, opening accounts on the system, notifying all appropriate areas of new business, and setting up digital account folders.