Junior Trust Operations Associate

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

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

Employee Assistance Program (EAP)

401(k) match

FSA

Employee Stock Purchase Plan

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance

Job summary

Wintrust Financial Corporation, through its Wealth Management division, is seeking a Trust Administrative professional to support daily trust operations, including account setup, maintenance, and documentation. You will work closely with the Trust Officer on money movements, inquiries, and routine forms, ensuring accuracy and confidentiality in a regulated environment.

The role requires attention to detail, proficiency with MS Office, and a strong client-service mindset.

Qualifications

• Bachelor’s degree preferred
• 1–3 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 Trust terms and functions
• Knowledge of basic banking functions
• Excellent teamwork skills
• Adheres to the highest ethical standards
• Exceptional client service skills
• Protects confidentiality

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.
• The responsibilities above are not exhaustive. There may be other responsibilities that will be required from time to time. Those expectations will be clearly defined at the time the request is made.

Skills

Microsoft Office suite

Mathematical formulas

Word processing & spreadsheets

Attention to detail

Verbal & written communication

Multitasking

Confidentiality

Teamwork

Ethical standards

Client service

Education

Bachelor’s degree preferred

1–3 years in a supporting role

Job description

Wintrust Financial Corporation, through its Wealth Management division, is seeking a Trust Administrative professional to support daily trust operations, including account setup, maintenance, and documentation. You will work closely with the Trust Officer on money movements, inquiries, and routine forms, ensuring accuracy and confidentiality in a regulated environment.

The role requires attention to detail, proficiency with MS Office, and a strong client-service mindset.