Trust Associate I

Wintrustwealth

Base: $20.19 - $26.44 hourly; bonus/equity: eligib...
Onsite
Bachelor's degree preferred
1 to 3 years supporting role experience
Excellent microsoft office suite skills
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
  • The role involves adhering to regulatory requirements, assisting Trust Officers with daily tasks like account openings and cash movements, and maintaining accurate electronic documentation.
  • Employees enjoy an award-winning culture with competitive pay, discretionary bonuses, and a comprehensive benefits package including medical, dental, vision, and a 401k match.

Matching Summary

Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.

Salary

Base: $20.19 - $26.44 hourly; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 1 to 3 years supporting role experience
  • Excellent Microsoft Office suite skills
  • Basic knowledge of accounting principles
  • Adherence to internal and external regulatory requirements

Nice-to-have

  • Strong attention to detail and accuracy
  • Ability to multitask effectively
  • Exceptional client service skills
  • Teamwork and collaboration abilities
  • Experience with PowerPoint and Excel spreadsheets

Key Requirements

  • Bachelor's degree (preferred)
  • 1-3 years in a supporting role
  • Knowledge of trust terms and functions
  • Basic banking functions knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter