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. An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Position Overview: 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 real estate. Works together with Trust Officers, Administrators and Associates during the complete administration of various accounts holding real estate. Obtains appropriate documentation on accounts; authorizes payments from accounts, completes 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.
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Job Type
Full-time
Career Level
Executive