Seasonal Associate

About the role

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.

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, The Chicago Trust Company N.A., 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 $50 billion in assets. Why join us? An award-winning culture!

We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Family-friendly work hours Promote from within culture Why join this team?

We are a growing team with a fast-paced, collaborative, team-centric, positive culture We hold ourselves accountable to high standards, share wins, operate ethically, and have fun Opportunity for training and professional development

What you'll do

Under general supervision, the Seasonal Trust Associate is responsible for clerical administrative support for guardianship and estate settlement, by performing a wide variety of tasks related to serving clients by handling daily transaction workflow, creation and maintenance related responsibilities. From time to time, the TA may be asked to provide support coverage for additional projects.

Primary Responsibilities

Adhere to all internal and external regulatory requirements, standards, guidelines, policies and procedures and has the ability to maintain confidentiality.

Work with the Team Lead to structure projects which may include 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.

Assist Team Lead 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. Create and maintain proper account electronic documentation and ensures account paper files are in good order and account coding is accurate and maintained.

Accurately execute instructions from Team Leads 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. Perform standard account monitoring and notifies the Team Lead when overdrafts or large balances are discovered.

• Create and organizes PowerPoint slide presentations and Excel spreadsheets, when necessary.
• Perform special projects, as assigned, by the Team Lead.
• The above responsibilities 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.

Qualifications

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 Knowledge of basic banking functions Excellent teamwork skills Adheres to the highest ethical standards Exceptional client service skills Protects confidentiality

Benefits

Medical Insurance * Dental * Vision * Life insurance * Accidental death and dismemberment * Short-term and long term Disability Insurance * Parental Leave * Employee Assistance Program (EAP) * Traditional and Roth 401(k) with company match * Flexible Spending Account (FSA) * Employee Stock Purchase Plan at 5% discount * Critical Illness Insurance * Accident Insurance * Transportation and Commuting Benefits * Banking Benefits * Pet Insurance

Compensation

The estimated hourly rate for this role is $19.00. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.