Bond accounting proficiency including amortization
Occ fiduciary standards adherence
The role serves as the primary point of contact between Wintrust Private Trust and Great Lakes Advisors relationship managers for institutional custody services
Job Summary
The role serves as the primary point of contact between Wintrust Private Trust and Great Lakes Advisors relationship managers for institutional custody services.
Candidates must ensure strict adherence to banking regulations, including OCC fiduciary standards, while overseeing asset safekeeping and trade settlement functions.
Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, and a 401k plan with a generous company match.
Matching Summary
The role serves as the primary point of contact between Wintrust Private Trust and Great Lakes Advisors relationship managers for institutional custody services.