Trust Associate I

Wintrust Florida

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 assist the Trust Officer in daily tasks such as account openings, asset transfers, cash movement disbursements, and maintaining accurate electronic documentation.
  • Employees enjoy an award-winning culture rated a Top Workplace for 12 consecutive years with competitive pay, discretionary bonuses, and a generous 401k match.

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 bonus; Benefits: Medical, dental, vision, life, 401k with match, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree preferred
  • 1 to 3 years supporting role experience
  • Excellent Microsoft Office suite skills
  • Basic accounting principles knowledge
  • Adherence to regulatory requirements

Nice-to-have

  • Strong attention to detail and accuracy
  • Ability to multitask effectively
  • Excellent verbal and written communication
  • Basic 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 accounting principles
  • Knowledge of basic banking functions

Work Rights

Not specified

Tailored Resume

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