Trust Associate I — Wealth Management Admin & Support

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

Benefits offered by this job

Top Workplace recognition

Competitive pay with bonus eligibility

Comprehensive benefits package

Promote from within

Job summary

Wintrust Wealth Management seeks a detail-oriented Trust Associate I to support Trust Officers with daily workflows, account openings, closings, and asset transfers. You will handle routine inquiries and maintain organized client documentation.

The role requires 1–3 years in a supporting role, strong MS Office skills, and a commitment to high ethical standards. A bachelor’s degree is preferred, with opportunities for growth within the trust team.

Qualifications

• Bachelor’s degree preferred and 1–3 years in a supporting role.
• Excellent Microsoft Office suite skills including Word, Excel, and PowerPoint.
• Strong attention to detail and accuracy in daily tasks.
• Ability to clearly articulate issues and instructions both verbally and in writing.
• Experience with basic banking functions and trust terminology is helpful.

Responsibilities

• Adheres to all internal and external regulatory requirements and maintains confidentiality.
• Assist Trust Officer with daily tasks and account openings, closings, and asset transfers as applicable.
• Respond to routine customer and internal inquiries and provide timely follow-up.
• Create and maintain accurate electronic documentation and orderly paper files.
• Execute instructions from Trust Officers for cash movements and account setup/maintenance.
• Monitor accounts and notify Trust Officer of overdrafts or large balances.
• Prepare PowerPoint presentations and Excel sheets when needed.
• Perform special projects as assigned and provide backup for other team members.

Skills

Excellent teamwork skills

Attention to detail

Ability to multitask

Verbal and written communication

Trust terms knowledge

Customer service orientation

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Excel

PowerPoint

Job description

Wintrust Wealth Management seeks a detail-oriented Trust Associate I to support Trust Officers with daily workflows, account openings, closings, and asset transfers. You will handle routine inquiries and maintain organized client documentation.

The role requires 1–3 years in a supporting role, strong MS Office skills, and a commitment to high ethical standards. A bachelor’s degree is preferred, with opportunities for growth within the trust team.