Bilingual Trust Associate I (Spanish/English)

Wintrust Financial Corp.; California; On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with company match

Tuition reimbursement

Job summary

Wintrust Financial Corp. seeks a Trust Associate I in Rosemont, IL to support Trust Officers with daily operations, account openings/closings, asset transfers, and inquiries.

You will prepare documentation, monitor accounts, and assist in trade execution while maintaining confidentiality and high ethical standards. The role requires 1–3 years in a supporting role, a Bachelor's or Associate degree preferred, and strong Microsoft Office skills.

Qualifications

• Bachelor's or Associate degree preferred
• 1 to 3 years in a supporting role
• Excellent Microsoft Office suite skills
• Basic knowledge of accounting principles
• Knowledge of Real estate
• Knowledge of basic banking functions
• Excellent client service skills
• Bilingual in Spanish and English, spoken and written

Responsibilities

• Adheres to all regulatory requirements and departmental policies
• Assist Trust Officer with daily tasks and client inquiries
• Handle account openings, closings, and asset transfers
• Respond to non-routine inquiries and perform necessary research
• Create and maintain electronic documentation and ensure proper account coding
• Execute cash movements, establish new accounts, and process trades
• Monitor daily accounts and flag overdrafts or large balances
• Prepare PowerPoint slides and Excel sheets for meetings
• Attend client meetings with Trust Officer when needed
• Serve as backup for other Trust Associates and mentor new staff

Skills

Bilingual Spanish/English

Microsoft Office

Attention to detail

Communication skills

Teamwork

Multitasking

Customer service

Education

Bachelor's or Associate degree preferred

Tools

PowerPoint

Excel

Job description

Wintrust Financial Corp. seeks a Trust Associate I in Rosemont, IL to support Trust Officers with daily operations, account openings/closings, asset transfers, and inquiries.

You will prepare documentation, monitor accounts, and assist in trade execution while maintaining confidentiality and high ethical standards. The role requires 1–3 years in a supporting role, a Bachelor's or Associate degree preferred, and strong Microsoft Office skills.