Senior Trust & Estates Leader

Wintrust Financial Corporation; St. John (IN); Vor Ort; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Award-winning culture

Competitive pay + bonus eligible

Comprehensive benefits package

Family-friendly work hours

Growth opportunities

Zusammenfassung

Wintrust Wealth Management is seeking a trusted professional to oversee the complete administration of personal trust accounts, including estates, guardianships, life insurance trusts, and IRAs. You will review governing documents, monitor activity, ensure compliance, and act as the primary bank representative with clients, attorneys, beneficiaries and other professionals.

In this role you will develop new business by coordinating with internal partners, supporting real estate transactions, and

Aufgaben

• Represent Wintrust Private Trust Company as trustee with irrevocable and revocable trusts from reviewing documents, accepting a fiduciary role, collecting cost and tax information through investment process and final distribution.
• Partner with real estate team to protect, insure, and oversee management, sale or purchase of real estate.
• Preparation/Review of annual tax returns. Coordinated investment reviews and meetings with clients.
• Prepare necessary discretionary requests for presentation and appropriate review/approval.
• Open and coordinate investment management accounts for personal and individual retirement accounts.
• Collect assets with cost basis and acquisition dates and review with client special investment requirements and investment objectives.
• Coordinate meetings with portfolio managers, Wintrust Private Client and other internal partners.
• Contact clients with required minimum distributions from IRAs and order distributions from IRAs.
• Open accounts, collect assets, and tax information for custody accounts.
• Review advantages of managed accounts and attempt to upgrade fee level.
• Open accounts, collect assets, and oversee financial matters on behalf of the principal for Revocable and Irrevocable Trusts.
• Manage all substantive issues arising within the estate or trust, including formation of budgets, preparation of annual accountings, purchase of suitable real estate, completion of tax documents, collection of assets, resolution of liabilities, review of legal documents and appearance before court.
• Serves as primary contact for the relationship and establishes strong relationships with the beneficiary, family, guardian of the person, or other individual, responding to their needs and explaining issues that may arise in the relationship.

Jobbeschreibung

Wintrust Wealth Management is seeking a trusted professional to oversee the complete administration of personal trust accounts, including estates, guardianships, life insurance trusts, and IRAs. You will review governing documents, monitor activity, ensure compliance, and act as the primary bank representative with clients, attorneys, beneficiaries and other professionals.

In this role you will develop new business by coordinating with internal partners, supporting real estate transactions, and