Seasonal Associate

Wintrust•Chicago, IL

12d•Onsite

About The Position

Wintrust Wealth Management serves private clients, including high-net-worth individuals, business owners, and institutions, and provides investment, trust, and asset management services. The Seasonal Trust Associate provides clerical and administrative support for guardianship and estate settlement under general supervision. The role handles daily transaction workflow, account creation and maintenance, client and internal inquiries, documentation, account monitoring, and other assigned projects. The position requires adherence to regulatory requirements and procedures, confidentiality, accuracy, and strong client service.

Requirements

One to three years of experience in a supporting role.
Excellent Microsoft Office suite skills.
Basic skills in applied mathematical formulas.
Skill in word processing and spreadsheets.
Ability to communicate issues, problems, solutions, concerns, and other information clearly in writing and verbally.
Attention to detail and accuracy.
Ability to multitask and follow instructions.
Basic knowledge of accounting principles.
Knowledge of basic banking functions.
Excellent teamwork skills.
Adherence to high ethical standards.
Exceptional client service skills.
Ability to protect confidential information.

Responsibilities

Follow internal and external regulatory requirements, standards, guidelines, policies, and procedures, and maintain confidentiality.
Work with the Team Lead to structure projects and follow applicable forms, processes, procedures, and daily workflows.
Coordinate with internal operations staff on account openings, closings, and asset transfers, when applicable.
Perform basic daily tasks, including opening and sorting incoming mail, processing outgoing mail, and providing phone coverage.
Assist the Team Lead with routine customer and internal account inquiries, research issues, resolve matters, and provide timely follow-up.
Create and maintain electronic account documentation, keep paper files in good order, and maintain accurate account coding.
Execute Team Lead instructions accurately, including cash disbursements and receipts, check requests, ACH or wire transfers, bill payments, opening accounts in the system, maintaining account information, and closing accounts or trade orders in a timely manner.
Monitor accounts and notify the Team Lead when overdrafts or large balances are identified.
Create and organize PowerPoint presentations and Excel spreadsheets as needed.
Complete special projects assigned by the Team Lead and other responsibilities defined as needed.