Trust Associate I

Wintrust Financial Corporation

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

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive wealth management solutions including investment and trust services.
  • The Trust Associate I will adhere to regulatory requirements, assist the Trust Officer with daily tasks like account openings and fund disbursements, and ensure accurate documentation.
  • The company offers competitive pay, a generous 401k match, tuition reimbursement, and has been rated a Top Workplace by the Chicago Tribune for 12 consecutive years.

Matching Summary

Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive wealth management solutions including investment and trust services.

Salary

Base: $20.19 - $26.44 per hour; Bonus/Equity: Eligible for annual discretionary or incentive bonus; Benefits: Medical, dental, vision, life, 401k with match, FSA, ESPP

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
  • Ability to maintain confidentiality

Nice-to-have

  • Strong teamwork and communication skills
  • Attention to detail and accuracy
  • Experience with PowerPoint and Excel
  • Knowledge of trust terms and functions
  • Exceptional client service skills

Key Requirements

  • Bachelor's degree preferred
  • 1 to 3 years in a supporting role
  • Basic knowledge of banking functions

Work Rights

Not specified

Tailored Resume

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