Trust Administrator (Real Estate)

Wintrust Financial Corporation•Chicago, IL

4d•$50,000 - $65,000•Onsite

About The Position

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. Responsibilities will include providing administration of real estate assets within accounts such as personal trust accounts, estates, guardianships, and agencies, up to and including moderately complex situations. Represents the bank in contacts with various third parties, including but not limited to customers, real estate agents, appraisers, inspectors, attorneys, beneficiaries. Actively works in the field to execute various responsibilities regarding the real estate. Works together with Trust Officers, Administrators and Associates in the course of the complete administration of various accounts holding real estate. Develops new business; consults with others and refers other colleagues to new business prospects. Obtains appropriate documentation on accounts; authorizes payments from accounts, completed transactions related to the real estate, considers tax liabilities. Represents the bank in business-related activities including professional organizations, conferences, and seminars, and in other similar situations.

Requirements

Minimum of 5 years of real estate administration experience.
Requires knowledge of real estate title, tax, and sale.
Exceptional verbal and written communication skills.
Highly proficient per Microsoft Office Suite (Word, Outlook, Excel, etc.).

Nice To Haves

Bachelor’s degree preferred
Personal form of transportation highly recommended.

Responsibilities

Administration of real estate assets within accounts such as personal trust accounts, estates, guardianships, and agencies.
Protection, insurance, and sale of real estate included within accounts.
Travel to various real estate locations required to assist third party professionals in the security and sale of real estate.
Locate title and additional records for tax and internal administration preparation and filing.
Coordinate and participate in meetings with internal Trust Officers, Administrators and Associates.
Develop and maintain relationships with area lawyers, accountants, and centers of influence for business referrals.
Work closely with other team members of Wintrust Wealth Management and the Bank in cross selling opportunities, where appropriate.
Maintain files, supplies, and marketing material.
Maintain internal records of all real estate assets and coordinate with Trust Officers, Administrators and Associates when needed.
Participates in special projects, as requested.
Represents the bank in contacts with various third parties, including but not limited to customers, real estate agents, appraisers, inspectors, attorneys, beneficiaries.
Actively works in the field to execute various responsibilities regarding the real estate.
Works together with Trust Officers, Administrators and Associates in the course of the complete administration of various accounts holding real estate.
Develops new business; consults with others and refers other colleagues to new business prospects.
Obtains appropriate documentation on accounts; authorizes payments from accounts, completed transactions related to the real estate, considers tax liabilities.
Represents the bank in business-related activities including professional organizations, conferences, and seminars, and in other similar situations.