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 $45 billion in assets.
Trust Associate
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 trust 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 and 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.
Work 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 incoming mail, outgoing mail, phone coverage.
Assist Trust Officer in responding to routine customer and internal account inquiries, performing necessary research requested for resolution of each matter, provide follow up as necessary in a timely manner.
Create and maintain proper account electronic documentation and ensure account paper files are in good order and account coding is accurate and maintained.
Accurately execute instructions from Trust Officers including cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishing new accounts on the system, maintaining account information, closing 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
Perform special projects as assigned by the Trust Officer.
Act as backup for another TA if necessary on interment basis.
The responsibilities above are not exhaustive, three 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.
Knowledge and Skills
Bachelors 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 oral 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 Trust terms and functions
Knowledge of basic banking functions
Excellent teamwork skills
Adheres to the highest ethical standards
Treats the client with respect
Protects confidentiality
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, citizenship status, 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.
