Trust Associate I - St. John, IN

Wintrust Financial Corporation•Crown Point, IN

2d•$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. It provides comprehensive wealth management solutions, including investment, trust, and asset management services, and is a division of Wintrust, a financial services company with more than $66 billion in assets. The organization employs approximately 300 associates and is responsible for more than $25 billion in client assets. The Trust Associate I supports Trust Officers with daily trust account administration and client service. The role involves maintaining account documentation and records, processing account activity, responding to routine inquiries, monitoring accounts, and providing general administrative support. The position must follow internal and external regulatory requirements and protect confidential information. Other responsibilities may be assigned from time to time, with expectations defined when the request is made. The estimated hourly rate is $20.19–$26.44, with eligibility to earn an annual bonus. Actual pay may vary based on qualifications, skills, and experience. The position is onsite in St. John, Indiana.

Requirements

1 to 3 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 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 high 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 and workflows, including use of appropriate forms and procedures; coordinate with internal operations staff on account openings, closings, and asset transfers when applicable.
Perform basic daily administrative tasks, including opening and sorting incoming mail, processing outgoing mail, and providing phone coverage.
Assist the Trust Officer with routine customer and internal account inquiries, research matters as requested, resolve issues, and provide timely follow-up as needed.
Create and maintain electronic account documentation, keep paper account files in good order, and ensure account coding is accurate and maintained.
Accurately carry out Trust Officer instructions, including cash disbursements such as check requests, ACH or wire transfers, bill payments, and receipt of funds.
Establish new accounts in the system, maintain account information, and close accounts or process trade orders in a timely manner.
Perform standard account monitoring and notify the Trust Officer of overdrafts or large balances.
Create and organize PowerPoint presentations and Excel spreadsheets when necessary.
Perform special projects assigned by the Trust Officer.
Provide intermittent backup for another Trust Associate when necessary.