Trust Operations Associate - Growth Path

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) with company match

Parental Leave

Job summary

Wintrust Wealth Management is seeking an organized Trust Operations Assistant to support the Trust Officer with daily tasks, account openings, closings, and asset transfers. You will help maintain accurate documentation and respond to routine inquiries with timely follow-ups.

The role requires attention to detail, the ability to multitask, and solid communication skills. You will also assist in preparing PowerPoint and Excel materials and may back up other team members as needed.

Qualifications

• Bachelor's degree preferred.
• Strong skills in Microsoft Office and Excel.
• Ability to clearly articulate issues and solutions in writing and speaking.

Responsibilities

• Adheres to regulatory requirements and maintains confidentiality.
• Works with the Trust Officer on daily tasks and account transfers.
• Responds to routine customer and internal inquiries with timely follow-up.
• Maintains accurate account documentation and file organization.
• Executes instructions for cash movements and account changes promptly.
• Monitors accounts and notifies the Trust Officer of overdrafts or large balances.
• Prepares PowerPoint presentations and Excel spreadsheets as needed.
• Performs special projects and back-ups for teammates when required.

Skills

Microsoft Office

Attention to detail

Multitasking

Verbal and written communication

Excel

Word processing

Education

Bachelor's degree preferred

Job description

Wintrust Wealth Management is seeking an organized Trust Operations Assistant to support the Trust Officer with daily tasks, account openings, closings, and asset transfers. You will help maintain accurate documentation and respond to routine inquiries with timely follow-ups.

The role requires attention to detail, the ability to multitask, and solid communication skills. You will also assist in preparing PowerPoint and Excel materials and may back up other team members as needed.