Bilingual Trust Associate I: Wealth Management Career Growth

Wintrust Financial Corp.; Rosemont (IL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

Disability Insurance

401(k) with company match

Tuition reimbursement

Parental Leave

Employee Assistance Program (EAP)

Flexible Spending Account (FSA)

Employee Stock Purchase Plan (5% off)

Transportation and Commuting Benefits

Job summary

Wintrust Wealth Management, a division of Wintrust Financial Corp., is seeking a bilingual (Spanish and English) professional in Rosemont, IL. This role involves supporting trust operations, document management, and client service, with a focus on accuracy and confidentiality.

You will collaborate with the Trust Officer and operations staff to handle daily tasks and client inquiries. Competitive compensation with an eligible bonus, extensive benefits, and career growth opportunities in a culture

Qualifications

• Bachelor’s or Associate degree preferred.
• 1 to 3 years in a supporting role.
• Excellent Microsoft Office suite skills.
• Basic skills in applied mathematical formulas.
• Skill in word processing and spreadsheets.
• Ability to clearly articulate issues, problems, solutions, concerns, and other information in verbal and written communications.
• Attention to detail and accuracy.
• Ability to multitask, follow instructions, and have a keen attention to detail.
• Basic knowledge of accounting principles.
• Basic knowledge of Real estate.

Responsibilities

• Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures, under the strictest confidentiality.
• Works with the Trust Officer and is able to work independently to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow.
• Works with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including incoming mail, outgoing mail, phone coverage.
• Assists Trust Officer in responding to non-routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, and provides follow up, as necessary, in a timely manner.
• Creates and maintains proper electronic documentation and ensures account paper files are in good order and that account coding is accurate and maintained.
• Accurately executes cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts, maintains account information, closes accounts, executes trade orders in a timely manner.
• Performs standard daily account monitoring and notifies the Trust Officer when overdrafts or large balances are discovered.
• Creates and organizes PowerPoint slide presentations and Excel spreadsheets when necessary.
• May attend client meetings with Trust Officer and perform special projects as assigned.
• Acts as backup for another TA, if necessary, on intermittent basis.
• Mentor and coach incoming Trust Associates.

Skills

Microsoft Office Suite

Excellent communication

Attention to detail

Multitasking

Verbal and written communication

Real estate knowledge

Education

Bachelor’s or Associate degree preferred

Tools

Microsoft Excel

Job description

Wintrust Wealth Management, a division of Wintrust Financial Corp., is seeking a bilingual (Spanish and English) professional in Rosemont, IL. This role involves supporting trust operations, document management, and client service, with a focus on accuracy and confidentiality.

You will collaborate with the Trust Officer and operations staff to handle daily tasks and client inquiries. Competitive compensation with an eligible bonus, extensive benefits, and career growth opportunities in a culture