Trust Associate I

Bank of Oak Park

Chicago, IL, United States
Base: $20.19 -$26.44ph; bonus/equity: eligibility ...
Hybrid
Timely and accurate distribution of deliverables
Handle daily transaction workflow
Maintain electronic documentation
Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services

Job Summary

  • Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services.
  • The Trust Associate I is responsible for administrative support for Trust Administrators, handling daily transaction workflow, account maintenance, and discretionary tracking.
  • Benefits include medical, dental, vision, life insurance, disability insurance, parental leave, 401(k) with company match, and an employee stock purchase plan.

Matching Summary

Wintrust Wealth Management offers comprehensive wealth management solutions including investment, trust, and asset management services.

Salary

Base: $20.19 -$26.44/hour; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, Disability Insurance, 401(k) with match, FSA, ESPP, etc.

Skills & Requirements

Must-have

  • Timely and accurate distribution of deliverables
  • Handle daily transaction workflow
  • Maintain electronic documentation
  • Execute cash movement disbursements
  • Monitor account balances

Nice-to-have

  • Self-motivated team player
  • Work independently
  • Highest standards of service and integrity
  • Foster inclusive workplace

Key Requirements

  • 3+ years in a supporting role
  • Excellent Microsoft Office suite skills
  • Bachelor’s degree preferred
  • Attention to detail and accuracy
  • Ability to multitask

Work Rights

Not specified

Tailored Resume

Cover Letter