Founded in 1989, GreatBanc is a full-service trust company and independent ERISA fiduciary specializing in Employee Stock Ownership Plans (ESOPs).

Employee Benefits

Retirement

GreatBanc Trust Company

GreatBanc Trust Company's headquarters in Lisle, IL, United States

This department provides assistance and resolution for client inquiries and issues.

Customer Support

The Leadership Team at GreatBanc Trust Company is responsible for setting the strategic direction, ensuring regulatory compliance, and overseeing the operational, financial, and fiduciary aspects of the business. This team collaborates to optimize services related to Employee Stock Ownership Plans (ESOPs), manage private wealth, and maintain the company's reputation as a leading independent ERISA fiduciary.

Leadership Team

The Finance and Compliance Team at GreatBanc Trust Company ensures the company's adherence to financial regulations and ERISA guidelines, conducts audits, and manages risks related to Employee Stock Ownership Plans (ESOPs). They also analyze fiduciary duties and financial data to support sound decision-making and compliance.

Finance and Compliance Team

The Wealth Management and Trust Operations team at GreatBanc Trust Company focuses on managing and administering private wealth and trust accounts, ensuring compliance with regulatory requirements, and providing specialized trust services for Employee Stock Ownership Plans (ESOPs). This team offers comprehensive fiduciary support, trust administration, and ESOP-specific operational expertise to clients.

Wealth Management and Trust Operations

The Marketing and Operations team at GreatBanc Trust Company conducts comprehensive marketing strategies to promote ESOP services, while also ensuring seamless administrative and operational support. They manage trade processing for mutual funds, money markets, fixed income, and equities, and provide legal assistance to uphold compliance and regulatory standards.

Marketing and Operations

The Client Services Team at GreatBanc Trust Company ensures exceptional support and management for clients' Employee Stock Ownership Plans (ESOPs). Comprising Client Service Associates and Client Services Officers, the team handles client inquiries, administers daily account activities, and ensures compliance with regulatory requirements to maintain strong client relationships and optimal plan performance.

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People (2)

Jobs (0)

Other teams

Leadership Team

Finance and Compliance Team

Wealth Management and Trust Operations

Marketing and Operations

Client Services Team

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People (2)

Jobs (0)

Other teams

Leadership Team

Finance and Compliance Team

Wealth Management and Trust Operations

Marketing and Operations

Client Services Team

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