Senior Trust & Estate Officer

Wintrust Financial Corporation; Lake Forest (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

401(k) with company match

Tuition reimbursement

Parental Leave

Transportation benefits

Job summary

Wintrust Wealth Management is seeking an experienced Trust Administrator to manage personal trust accounts and IRAs, ensuring compliance with governing documents and bank policies. You will liaise with clients, attorneys, beneficiaries, and portfolio managers to support sophisticated estate planning and fiduciary duties.

Responsibilities include administration from asset collection through distributions, real estate and asset monitoring, and coordinating tax filings.

Qualifications

• Bachelor's degree preferred; CTFA program desired though not required.
• Minimum of 5 years of estate or trust administration experience.
• Knowledge of guardianships, estates, personal trusts, IRAs, and investment management accounts.
• Exceptional verbal and written communication skills.
• Highly proficient in Microsoft Office Suite (Word, Outlook, Excel).

Responsibilities

• Administers accounts from asset collection through distributions per document terms.
• Represents the bank as Trustee with irrevocable and revocable trusts.
• Develops new business; consults with colleagues for referrals and cross-sell opportunities.
• Coordinates investment management accounts for estates, guardianships, and IRAs.

Skills

Estate admin

Trust admin

IRAs

Communication skills

Microsoft Office

Education

Bachelor's degree

Certified Trust and Financial Advisor

Tools

Microsoft Office

Excel

Word

Outlook

Job description

Wintrust Wealth Management is seeking an experienced Trust Administrator to manage personal trust accounts and IRAs, ensuring compliance with governing documents and bank policies. You will liaise with clients, attorneys, beneficiaries, and portfolio managers to support sophisticated estate planning and fiduciary duties.

Responsibilities include administration from asset collection through distributions, real estate and asset monitoring, and coordinating tax filings.