Bilingual Trust Associate I (Spanish/English)

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

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401k plan

Job summary

Wintrust Wealth Management in Rosemont, IL seeks a Trust Associate I to support daily trust operations and client inquiries. The role requires bilingual Spanish/English, strong Office skills, and careful handling of confidential information in a fast-paced setting.

You'll assist with account openings, closings, asset transfers, and prepare PowerPoint/Excel materials. This is an onsite position with opportunities to grow within the Wintrust Wealth Management family.

Qualifications

• Bachelor’s or Associate degree preferred.
• 1 to 3 years in a supporting role.
• Excellent Microsoft Office suite skills.
• Basic knowledge of banking functions.

Responsibilities

• Adheres to regulatory requirements and maintains confidentiality.
• Assist Trust Officer with daily tasks and client inquiries.
• Handle account openings, closings, asset transfers.
• Create PowerPoint slides and Excel reports as needed.
• Attend client meetings with Trust Officer when required.
• Mentor and coach incoming Trust Associates.

Skills

Microsoft Office

Attention to detail

Multitasking

Teamwork

Client service

Confidentiality

Bilingual

Communication skills

Accounting basics

Real estate

Banking basics

Math basics

PowerPoint

Education

Bachelor’s or Associate degree

Tools

Excel

PowerPoint

Word

Job description

Wintrust Wealth Management in Rosemont, IL seeks a Trust Associate I to support daily trust operations and client inquiries. The role requires bilingual Spanish/English, strong Office skills, and careful handling of confidential information in a fast-paced setting.

You'll assist with account openings, closings, asset transfers, and prepare PowerPoint/Excel materials. This is an onsite position with opportunities to grow within the Wintrust Wealth Management family.