Back to jobs

Trust Administrative Support

Aurora, Ilinois; Oak Brook, Illinois

Who We Are

At Old Second, you're first!   For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.

With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets.  At Old Second we embrace values that foster an environment of community and growth.  Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers.  Be a part of something big as we continue our growth story together!

Position Overview 
The Trust Administrative Support position is responsible for providing administrative support to one or more Trust Officers.  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. 

Essential Job Functions
•    Collect information for customer meetings and prepare meeting books/materials.
•    Respond to customer inquiries and service requests promptly including properly logging/reimbursing receipts, responding to balance inquiries, monitoring OD reports, and advising clients on options available within established trust guidelines.
•    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. 
•    Process daily deposits and disbursements.  Identify and resolve problems and discrepancies arising in account administration including referencing trust documents to determine proper course of action.
•    Serve as project leader for tax preparation and compliance including sending proper documentation for each client to tax preparer, follow up on missing information, and sending completed tax documents to clients.
•    IRA reporting and documentation process. 
•    Daily review of cash and transaction reports for liquidity and accuracy.
•    Assist on preparation of court accountings as assigned.
•    Preparation of asset transfer forms.
•    Provide support to guardianship area.

Minimum Requirements 
•    High school diploma (or equivalent) and two or more years of experience within banking, trust, or financial services; or equivalent combination of education and experience.

Competencies
•    Highly attentive and responsive to client service and team members.
•    Ability to manage, categorize and reconcile detailed information with efficiency and accuracy. 
•    Strong administrative and organizational skills.
•    Excellent oral, written and interpersonal skills.
•    Professional appearance and demeanor.
•    Ability to work in a team environment with attention to detail.
•    Advanced computer aptitude (i.e., Microsoft Office Suite, Adobe Acrobat).

Preferred, but not required
•    Moderate knowledge and understanding of trust administration, IRA concepts, guardianships, court processes, accounting procedures and tax laws as they apply to individuals and fiduciaries.
•    Paralegal experience a plus.

Location Details:

This position requires the incumbent to work onsite, between the Aurora, IL and Oak Brook, IL offices, on a daily basis to perform the regular responsibilities of the role. 

Note: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the ongoing needs of the organization.

Compensation & Benefits

Base pay:  $24.35 - $32.00/hour

Old Second is committed to fair and equitable pay practices.  Pay is dependent upon the pay range and the incumbent’s knowledge, skills and experience. 

Benefits:  How We Support You - Old Second

Thanks for considering Old Second!  

Create a Job Alert

Interested in building your career at Old Second National Bank for Evergreen Bank Employees? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Old Second National Bank for Evergreen Bank Employees’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.