Seasonal Wealth Management Admin Associate

Wintrust Financial Corporation; Chicago (IL); Sur place; USD 22 000 - 30 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

401(k) with company match

FSA

Employee Stock Purchase Plan

Résumé du poste

Wintrust Wealth Management is seeking a Seasonal Trust Associate in Chicago to provide clerical and administrative support for guardianship and estate settlement. Responsibilities include handling daily transaction workflows, preparing account openings and closings, and maintaining accurate documentation.

The role requires 1–3 years in a supporting role, strong MS Office skills, and attention to detail. The position offers extensive training, a teamwork-driven culture, and competitive benefits.

Qualifications

• 1 to 3 years in a supporting role.
• Proficiency in Microsoft Office suite.
• Basic knowledge of accounting principles.
• Knowledge of basic banking functions.
• Excellent teamwork and client service skills.

Responsabilités

• Handle daily transaction workflow and client service tasks.
• Prepare account openings, closings, and asset transfers.
• Create PowerPoint slides and Excel spreadsheets as needed.
• Maintain account documentation and confidentiality.
• Provide support for additional projects as assigned.

Connaissances

Microsoft Office

Excel

Word processing

Attention to detail

Communication skills

Multitasking

Outils

PowerPoint

Excel

Description du poste

Wintrust Wealth Management is seeking a Seasonal Trust Associate in Chicago to provide clerical and administrative support for guardianship and estate settlement. Responsibilities include handling daily transaction workflows, preparing account openings and closings, and maintaining accurate documentation.

The role requires 1–3 years in a supporting role, strong MS Office skills, and attention to detail. The position offers extensive training, a teamwork-driven culture, and competitive benefits.