Trust Associate I

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 10 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 175+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility

Job Description Summary

Trust Associate

Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables. Under general supervision, the Trust Associate 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 may be asked to provide support coverage for additional Trust Officers.

What You’ll Do

• 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, and 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 an 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/Skills/Background/Experience

• 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

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.