Trust Associate I

Wintrust Financial Corporation; Lake Forest (IL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

401(k) match

Parental Leave

EAP

Stock Purchase Plan

Job summary

Wintrust Wealth Management is seeking a detail-oriented professional to support the Trust Officer in day-to-day tasks, account maintenance, and client inquiries. You will handle document management, cash movements, and secure information with confidentiality in a structured, compliant environment.

Strong Excel and PowerPoint skills help create client presentations and manage data. A Bachelor’s degree is preferred, with 1–3 years in a supporting role, in an on-site setting at Wintrust in Illinois.

Qualifications

• Bachelor's degree preferred.
• 1 to 3 years in a supporting role.
• Excellent Microsoft Office suite skills.
• Basic knowledge of accounting principles and Trust terms.

Responsibilities

• Adheres to regulatory requirements and maintains confidentiality.
• Assist Trust Officer with daily tasks and account processing.
• Respond to routine customer inquiries and perform research for resolution.
• Maintain accurate account documentation and system data.
• Execute instructions for cash movements and account openings/closes.
• Monitor accounts for overdrafts or large balances and flag as needed.
• Prepare PowerPoint presentations and Excel spreadsheets when required.
• Contribute to special projects and provide back-up support.

Skills

Microsoft Office

Attention to detail

Communication skills

Client service

Teamwork

Confidentiality

Multitasking

Education

Bachelor's degree preferred

Tools

Microsoft Word

Excel

PowerPoint

Job description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.

Why join us?

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Promote from within culture

Why join this firm?

We employ approximately 300 associates and are responsible for more than $25+ billion of client assets

Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement

We hold ourselves to the highest standard of service and integrity in the industry We have a strong reputation for quality service and impeccable ethics.

What you will do:

• 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.

The responsibilities above are not exhaustive. There may be other responsibilities that will be required from time to time. Those expectations will be clearly defined at the time the request is made.

Knowledge and Skills:

• 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

Benefits:

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Compensation:

The estimated hourly rate for this role is $20.19 -$26.44, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills and experience.

#LI-ONSITE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.