Trust Associate I: Grow in Wealth Management

Wintrust Financial Corp.; Chicago (IL); Hybrid; USD 28,000 - 36,000; Full time

Benefits offered by this job

Discretionary bonus eligible

Competitive pay

401k with company match

Tuition reimbursement

Job summary

Wintrust Wealth Management is seeking a Trust Associate I in Chicago, focusing on timely, accurate clerical support for Trust Officers and client accounts. You will handle daily workflow, assist with openings, closings and transfers, and prepare routine inquiries with strong attention to detail.

You will organize documentation, maintain file integrity, and assist with cash movements, settlements and regulatory tasks. A Bachelor’s degree is preferred and 1–3 years in a supporting role is expected.

Qualifications

• 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.

Responsibilities

• Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures and maintains confidentiality.
• Works with the Trust Officer to complete daily tasks including handling account openings, closings, and asset transfers; mail processing and phone coverage.
• Responds to routine customer and internal inquiries, researches and follows up as needed.
• Creates and maintains account documentation and ensures file organization.
• Executes Trust Officer instructions including cash movements and account setup/closing in a timely manner.
• Performs standard account monitoring and flags overdrafts or large balances.
• Creates PowerPoint slides and Excel spreadsheets when needed.
• Performs special projects for the Trust Officer and serves as back-up as required.

Skills

Microsoft Office

Attention to detail

Communication

Teamwork

Education

Bachelor's degree preferred

Tools

PowerPoint

Excel

Job description

Wintrust Wealth Management is seeking a Trust Associate I in Chicago, focusing on timely, accurate clerical support for Trust Officers and client accounts. You will handle daily workflow, assist with openings, closings and transfers, and prepare routine inquiries with strong attention to detail.

You will organize documentation, maintain file integrity, and assist with cash movements, settlements and regulatory tasks. A Bachelor’s degree is preferred and 1–3 years in a supporting role is expected.