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 $62 billion in assets.

Trust Associate I

Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables.

Under general supervision, the Trust Associate I is responsible for clerical administrative support for one or more Trust Administrators who manage accounts including investment management agency, custody and personal trusts, by performing a wide variety of tasks related to serving trust 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 Trust Officers.

Primary 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.


• Employee will be expected work out of Milwaukee, Wisconsin, trust office at least once per week.

Knowledge and Skills

• Bachelor’s 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 Trust terms and functions


• 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

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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.