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

Responsible for providing sales support, market analysis and prospecting assistance to sales teams and leadership to drive growth and ensure an overall positive customer experience. Manages complex proposal RFP generation with appropriate areas of the organization. Leads the appraisals/reviews and identifies missing information and compile questions, investigates, and resolves issues.

Essential Job Functions

Provides sales support, market analysis and prospecting assistance to sales teams and leadership.
Ensures an overall positive customer experience
Manages proposal RFP generation with appropriate areas of the organization
Leads the appraisals/reviews and identifies missing information and compile questions, investigates, and resolves issues.
Other duties as assigned

Education, Experience And Skills Required

Bachelors Degree Preferred or related field experience
1-3 years of applicable experience
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 (including mail merge) and Outlook
Strong verbal and written communication skills
An aptitude for prioritization and multi-tasking
Strong collaboration skills
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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