VP, Trust Officer

Location: St. John

## VP, Trust Officer Apply:
St. John - OPT - 9301 Wicker Avenue (0667):
Full time:
Posted Yesterday:
261979

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.  
** Why join us?
*** An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 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 200+ community bank locations, we offer opportunities to grow and develop in your career
* Promote from within culture
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* Position Overview:

** Responsible for the complete administration of personal trust accounts which may also include estates, guardian ships, life insurance trusts, court supervised trusts, investment agencies, custodies and IRAs, up to and including highly complex situations.

Represents the bank in contacts with customers, attorneys, beneficiaries and other related parties. Administers assigned accounts; studies, analyzes and interprets the trust instrument, probate document or other governing document; determines and adheres to the responsibilities, duties, and terms of the governing document; monitors account activity ensuring compliance with established policies, procedures, rules, and regulations.

Contacts, corresponds, advises, and resolves more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals in the course of an administration of accounts.

Manages relationships among wards, guardians of the person, co-fiduciaries, grantors, and case managers.

Develops new business; consults with others and refers internal partners to new business prospects. Obtains appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments in accordance with bank policies. Represents the bank in business related activities including professional organizations, conferences, and seminars, and in other similar situations. Must be able to work independently and also work as a member of the team.
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* What you’ll do:

**** Administrative Duties
*** Represent Wintrust Private Trust Company as trustee with irrevocable and revocable trusts from reviewing documents, accepting a fiduciary role, collecting cost and tax information through investment process and final distribution.
* Partner with real estate team to protect, insure, and oversee management, sale or purchase of real estate.
* Preparation/Review of annual tax returns. Coordinated investment reviews and meetings with clients.
* Prepare necessary discretionary requests for presentation and appropriate review/approval.
* Open and coordinate investment management accounts for personal and individual retirement accounts.
* Collect assets with cost basis and acquisition dates and review with client special investment requirements and investment objectives.
* Coordinate meetings with portfolio managers, Wintrust…