Trust Associate

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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.

• An award‑winning culture! Rated a Top Workplace by the Chicago Tribune for 9 consecutive years and Employee Recommended award by the Globe & Mail for 6 consecutive years.
• Competitive pay and discretionary or incentive bonus eligible.
• Comprehensive benefit package including medical, dental, vision, life, a 401(k) plan with a generous company match, and tuition reimbursement.
• Promote from within culture.

• We employ approximately 300 associates and are responsible for more than $25+ billion of client assets.
• Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement.
• We hold ourselves to the highest standard of service and integrity in the industry.
• We have a strong reputation for quality service and impeccable ethics.

• Adhere to all internal and external regulatory requirements, standards, guidelines, policies and procedures, maintaining confidentiality.
• Work with the Trust Officer to complete daily tasks, utilize proper forms, processes and procedural elements, and assist with account openings, closings and asset transfers.
• Assist the Trust Officer in responding to routine customer and internal account inquiries, conducting research, and following up in a timely manner.
• Create and maintain proper account electronic documentation, ensuring account paper files are in good order and account coding is accurate.
• Accurately execute instructions from Trust Officers, including cash movement disbursements (check requests, ACH or wire transfers, paying bills) and receipt of funds, establishing new accounts, maintaining account information, and closing accounts or trade orders in a timely manner.
• Perform standard account monitoring and notify the Trust Officer when overdrafts or large balances are discovered.
• Create and organize PowerPoint slide presentations and Excel spreadsheets as needed.
• Perform special projects assigned by the Trust Officer.
• Act as back‑up for another TA on an intermittent basis.
• The responsibilities above are not exhaustive and may be expanded as required.

• 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 communication.
• Attention to detail and accuracy.
• Ability to multitask, follow instructions, and maintain keen attention to detail.
• Basic knowledge of accounting principles.
• Basic knowledge of Trust terms and functions.
• Knowledge of basic banking functions.
• Excellent teamwork skills.
• Adherence to the highest ethical standards.
• Exceptional client service skills.
• Protects confidentiality.

• 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

The estimated hourly rate for this role is $20.19 – $26.44, along with eligibility to earn an annual bonus. Actual pay rate may vary based on…