Trust Associate I

Wintrust Financial Corporation•Chicago, IL

2d•$20 - $26

About The Position

Wintrust Wealth Management serves private clients, including high net worth individuals, business owners, and institutions, with investment, trust, and asset management solutions. The Trust Associate I provides clerical and administrative support to one or more Trust Administrators managing investment management agency, custody, and personal trust accounts. Under general supervision, this role supports client service by handling daily transaction workflows and account creation and maintenance responsibilities. The associate may also provide intermittent coverage for additional Trust Officers.

Requirements

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 communicate issues, problems, solutions, concerns, and other information verbally and in writing.
Attention to detail and accuracy; ability to multitask and follow instructions.
Basic knowledge of accounting principles.
Basic knowledge of trust terms and functions.
Knowledge of basic banking functions.
Excellent teamwork skills.
Adherence to the highest ethical standards.
Exceptional client service skills.
Ability to protect confidential information.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Adhere to internal and external regulatory requirements, standards, guidelines, policies, and procedures, and maintain confidentiality.
Work with the Trust Officer on daily tasks, using appropriate forms and procedures; coordinate with internal operations staff on account openings, closings, and asset transfers; and handle mail and phone coverage.
Assist the Trust Officer with routine customer and internal account inquiries, research matters, resolve or route issues, and provide timely follow-up.
Create and maintain electronic account documentation, keep paper files in good order, and ensure account coding is accurate and maintained.
Execute Trust Officer instructions, including cash disbursements and receipts; establish new accounts in the system; maintain account information; and close accounts and trade orders in a timely manner.
Monitor accounts and notify the Trust Officer of overdrafts or large balances.
Create and organize PowerPoint presentations and Excel spreadsheets as needed.
Perform special projects assigned by the Trust Officer.
Provide intermittent backup coverage for another Trust Associate as needed.
Perform other responsibilities as assigned and clearly defined when requested.