Junior Trust Associate — Wealth Management

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

Benefits offered by this job

Medical Insurance

401(k) plan with company match

Dental

Vision

Life Insurance

Job summary

Wintrust Wealth Management in Lansing, IL is seeking a Trust Associate I to support daily operational tasks alongside the Trust Officer. You will handle account openings, closings, asset transfers, and routine inquiries while ensuring proper documentation and accuracy across systems.

The role requires 1–3 years in a supporting role, strong Microsoft Office skills, and a basic grasp of accounting and trust concepts.

Qualifications

• Bachelor’s degree preferred.
• 1 to 3 years in a supporting role.
• Excellent Microsoft Office suite skills.
• Basic knowledge of accounting principles.
• Basic knowledge of Trust terms and functions.
• Knowledge of basic banking functions.

Responsibilities

• Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures and has the ability to maintain confidentiality.
• Works with the Trust Officer to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow, work with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including opening and sorting incoming mail, process outgoing mail, and phone coverage.
• Assists Trust Officer in responding to routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, provides follow up, as necessary, in a timely manner.
• Creates and maintains proper account electronic documentation and ensures account paper files are in good order and account coding is accurate and maintained.
• Accurately executes instructions from Trust Officers including cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts on the system, maintains account information, closes accounts/trade orders in a timely manner.
• Performs standard 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.
• Performs special projects, as assigned, by the Trust Officer.
• Acts as back-up for another TA, if necessary, on intermittent basis.

Skills

Microsoft Office

Mathematical formulas

Word processing

Spreadsheets

Education

Bachelor’s degree preferred

Job description

Wintrust Wealth Management in Lansing, IL is seeking a Trust Associate I to support daily operational tasks alongside the Trust Officer. You will handle account openings, closings, asset transfers, and routine inquiries while ensuring proper documentation and accuracy across systems.

The role requires 1–3 years in a supporting role, strong Microsoft Office skills, and a basic grasp of accounting and trust concepts.