Junior Trust Operations Specialist

Wintrust Financial Corp.; Chicago (IL); Hybrid; USD 28,000 - 36,000; Full time

Benefits offered by this job

Bonus eligible

Health, dental, vision

Tuition reimbursement

401(k) with company match

Job summary

Wintrust Wealth Management is seeking a detail-oriented Trust Associate I to support Trust Officers with daily workflow, document maintenance, and client inquiries in a hybrid Chicago setting. The role emphasizes accuracy, confidentiality, and teamwork.

The position offers an hourly rate in the $20.19–$26.44 range with eligibility for an annual bonus, plus a robust benefits package including healthcare, 401(k) matching, and tuition reimbursement.

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.
• 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.

Skills

Microsoft Office

Attention to detail

Multitasking

Verbal communication

Written communication

Client service

Confidentiality

Teamwork

Problem solving

PowerPoint

Excel

Education

Bachelor’s degree preferred

Tools

PowerPoint

Excel

Job description

Wintrust Wealth Management is seeking a detail-oriented Trust Associate I to support Trust Officers with daily workflow, document maintenance, and client inquiries in a hybrid Chicago setting. The role emphasizes accuracy, confidentiality, and teamwork.

The position offers an hourly rate in the $20.19–$26.44 range with eligibility for an annual bonus, plus a robust benefits package including healthcare, 401(k) matching, and tuition reimbursement.