Vp, Institutional Custody Administration

Countryside Bank

Base: $71,000 - $92,000; bonus: eligible for annua...
7-10 years bank trust experience
Bond accounting proficiency
Occ fiduciary standards adherence
The Vice President serves as the primary point of contact between Wintrust Private Trust and Great Lakes Advisors relationship managers for institutional custody matters

Job Summary

  • The Vice President serves as the primary point of contact between Wintrust Private Trust and Great Lakes Advisors relationship managers for institutional custody matters.
  • This role ensures strict adherence to banking regulations including OCC fiduciary standards while overseeing asset safekeeping, trade settlement, and cash management functions.
  • Wintrust offers a competitive compensation package with an annual discretionary bonus, comprehensive benefits, and a culture recognized as a Top Workplace for over 12 years.

Matching Summary

The Vice President serves as the primary point of contact between Wintrust Private Trust and Great Lakes Advisors relationship managers for institutional custody matters.

Salary

Base: $71,000 - $92,000; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 7-10 years bank trust experience
  • Bond accounting proficiency
  • OCC fiduciary standards adherence
  • FIS Trust Desk or similar systems
  • Asset transfer and reconciliation

Nice-to-have

  • Advanced communication skills
  • Precision in documentation
  • Internal control environment alignment
  • Strong client service focus

Key Requirements

  • Bachelor's degree in finance, accounting, or business
  • 7-10 years of institutional custody experience
  • Solid investment knowledge with bond accounting expertise

Work Rights

Not specified

Tailored Resume

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