Senior Trust Officer, Wealth Management

Wintrust Financial Corporation; Lake Forest (IL); Presencial; USD 85.000 - 120.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Tuition reimbursement

Parental Leave

Employee Assistance Program

Resumo da vaga

Wintrust Wealth Management in Lake Forest, IL is seeking an experienced Trust Administrator to manage personal trust accounts, IRAs, and related investments. You will serve as a trusted liaison with clients, attorneys, and portfolio managers, ensuring accuracy and compliance.

Responsibilities include coordinating asset transfers, reviewing tax implications, preparing annual tax returns, and supporting business development with lawyers and CPAs.

Qualificações

• Bachelor’s degree preferred; completion of relevant programs is desirable.
• 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 with Microsoft Office Suite (Word, Outlook, Excel, etc.).

Responsabilidades

• Administers accounts from asset collection through distributions per document terms.
• Contacts, corresponds, advises, and resolves complex client issues with beneficiaries, managers, and attorneys.
• Develops new business; coordinates with colleagues for referrals and prospects.
• Reviews fees, maintains files, and coordinates with portfolio managers on investment reviews.

Conhecimentos

Verbal and written communication

Trust and estate administration

Relationship management

MS Office proficiency

Attention to detail

Formação

Bachelor’s degree preferred

Ferramentas

Microsoft Office Suite

Descrição da vaga

Wintrust Wealth Management in Lake Forest, IL is seeking an experienced Trust Administrator to manage personal trust accounts, IRAs, and related investments. You will serve as a trusted liaison with clients, attorneys, and portfolio managers, ensuring accuracy and compliance.

Responsibilities include coordinating asset transfers, reviewing tax implications, preparing annual tax returns, and supporting business development with lawyers and CPAs.