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O Prepare warrant lists and vouchers for review and approval of the Trustee prior to Board meetings. This is a full-time, non-exempt position which includes full benefits, as well as participation in the Illinois Municipal Retirement Fund (IMRF) a defined benefit retirement plan.
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We oversee more than $1 billion in client assets where we serve as trustee, executor, guardian, investment manager, and custodian. Our main office along with our Wealth Management building are in LaGrange, Illinois, across the street from the historic Stone Avenue train station, making it an easy commute from Chicago and the near-west suburbs via the Metra West BNSF train line.
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In 1994, Stephen began purchasing properties at the courthouse steps via Trustee Sales on homes that were going into foreclosure. After graduating with a Bachelor's Degree in Business Finance and an emphasis in Real Estate, following a stint in insurance sales, he began working for a real-estate developer in King County, Washington assisting as a Home Inspector.
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Compiles plan diagnostic evaluations for prospective clients to include plan design evaluation (Best Practices), optimization and recommendations regarding participant investment menu options, trustee search and selection, etc.
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Provide oversight for the Plan Manager, Trustee, Investment Managers, Investment Consultants, Trustee and Manager of the Rabbi Trust, Deferred Compensation Plan and Auditors. Actively manage relationships and deliverables of the Fund Manager, Trustee, Investment Managers, Investment Consultant and Auditor.
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