Trust Associate I

Wintrust Financial Corporation•Chicago, IL

3d•$20 - $26•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. We employ approximately 300 associates and are responsible for more than $25+ billion of client assets. We hold ourselves to the highest standard of service and integrity in the industry. We have a strong reputation for quality service and impeccable ethics.

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 articulate issues, problems, solutions, concerns, and other information in verbal and written communications
Attention to detail and accuracy
Ability to multitask, follow instructions, and have a keen attention to detail
Basic knowledge of accounting principles
Basic knowledge of Trust terms and functions
Knowledge of basic banking functions
Excellent teamwork skills
Adheres to the highest ethical standards
Exceptional client service skills
Protects confidentiality

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures and has the ability to maintain confidentiality.
Works with the Trust Officer to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow, work with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including opening and sorting incoming mail, process outgoing mail, and phone coverage.
Assists Trust Officer in responding to routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, provides follow up, as necessary, in a timely manner.
Creates and maintains proper account electronic documentation and ensures account paper files are in good order and account coding is accurate and maintained.
Accurately executes instructions from Trust Officers including cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts on the system, maintains account information, closes accounts/trade orders in a timely manner.
Performs standard account monitoring and notifies the Trust Officer when overdrafts or large balances are discovered.
Creates and organizes PowerPoint slide presentations and Excel spreadsheets, when necessary.
Performs special projects, as assigned, by the Trust Officer.
Acts as back-up for another TA, if necessary, on intermittent basis.
The responsibilities above are not exhaustive. There may be other responsibilities that will be required from time to time. Those expectations will be clearly defined at the time the request is made.