Entry-Level Trust Associate in Wealth Management

Wintrust Financial Corporation; Lansing (IL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) plan with company match

Tuition reimbursement

Employee Assistance Program (EAP)

Job summary

Wintrust Financial Corporation’s Wealth Management division seeks a detail-oriented Trust Administration/Operations support role in Lansing, IL. You will assist the Trust Officer with daily workflow including account openings, closings, asset transfers, and routine inquiries, while ensuring accurate documentation and confidential handling of client information.

The role requires 1-3 years in a supporting role, strong MS Office skills, and a solid grasp of banking and trust concepts.

Qualifications

• Bachelor’s 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.
• Clear verbal and written communication.
• Attention to detail and accuracy.
• Ability to multitask and follow instructions with keen attention to detail.
• Basic knowledge of accounting principles.
• Basic knowledge of Trust terms and functions.
• Knowledge of basic banking functions.
• Excellent teamwork skills.
• Adheres to the highest ethical standards.
• Exceptional client service skills.

Responsibilities

• Adheres to regulatory requirements and maintains confidentiality.
• Assist with daily tasks: account openings, closings, and asset transfers.
• Respond to routine customer and internal inquiries with timely follow-up.
• Create and maintain account electronic documentation and ensure files are in order.
• Process cash movements, establish new accounts, maintain information, and close accounts.
• Monitor accounts and notify Trust Officer of overdrafts or large balances.
• Create PowerPoint slides and Excel deliverables when needed.
• Assist on special projects as assigned by the Trust Officer.
• Back-up for another Trust Associate as needed.

Job description

Wintrust Financial Corporation’s Wealth Management division seeks a detail-oriented Trust Administration/Operations support role in Lansing, IL. You will assist the Trust Officer with daily workflow including account openings, closings, asset transfers, and routine inquiries, while ensuring accurate documentation and confidential handling of client information.

The role requires 1-3 years in a supporting role, strong MS Office skills, and a solid grasp of banking and trust concepts.