Trust Associate I

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.

• Must be Bilingual in both Spanish and English, spoken and written

What you'll do

• Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures, under the strictest confidentiality.
• Works with the Trust Officer and is able to work independently to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow. Works with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including incoming mail, outgoing mail, phone coverage.
• Assists Trust Officer in responding to non-routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, and provides follow up, as necessary, in a timely manner.
• Creates and maintains proper electronic documentation and ensures account paper files are in good order and that account coding is accurate and maintained.
• Accurately executes cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts, maintains account information, closes accounts, executes trade orders in a timely manner.
• Performs standard daily 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.
• May attend client meetings with Trust Officer and perform special projects as assigned.
• Acts as backup 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.
• Mentor and coach incoming Trust Associates.

Knowledge and Skills

• Bachelor's or Associate degree preferred
• 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 Real estate.
• 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 range for this role is $ 20.20 -$26.44 -, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

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