Trust Associate I

Gurnee Bank

Chicago, IL, United States
Base: $20.19 - $26.44ph; bonus/equity: eligibility...
Hybrid
Daily transaction workflow
Electronic documentation maintenance
Cash movement disbursements
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.
  • The company provides a comprehensive benefits package including medical, dental, vision, life insurance, disability insurance, parental leave, and a 401(k) with company match.

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 company match, FSA, ESPP, Critical Illness Insurance, Accident Insurance, Transportation Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Daily transaction workflow
  • Electronic documentation maintenance
  • Cash movement disbursements
  • Account monitoring
  • Strict confidentiality adherence

Nice-to-have

  • Self-motivated team player
  • Ability to work independently
  • Customer inquiry resolution
  • Project work assistance

Key Requirements

  • 3+ years in a supporting role
  • Bachelor’s degree preferred
  • Excellent Microsoft Office suite skills
  • Good skills in applied mathematical formulas
  • Attention to detail and accuracy

Work Rights

Not specified

Tailored Resume

Cover Letter