Relationship Manager - Exchange Coordinator

Countryside Bank

Chicago, IL, United States
Base: $71,000 - $92,000; bonus/equity: eligibility...
Irc section 1031 tax-deferred exchanges
Manage a portfolio of transactions
Process incoming and outgoing wires
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.
  • Work directly with clients on IRC Section 1031 tax-deferred exchanges and manage a portfolio of transactions.
  • Benefits include Medical Insurance, Dental, Vision, Life insurance, Parental Leave, and a 401(k) with company match.

Matching Summary

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions.

Salary

Base: $71,000 - $92,000; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, Disability Insurance, Parental Leave, EAP, 401(k) with match, FSA, ESPP, Critical Illness, Accident Insurance, Transportation, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • IRC Section 1031 tax-deferred exchanges
  • Manage a portfolio of transactions
  • Process incoming and outgoing wires
  • Coordinate with operations department
  • Prepare and review exchange documents

Nice-to-have

  • Develop referral relationships
  • Client relationship building
  • Team collaboration

Key Requirements

  • Bachelor's degree in business, finance, or accounting
  • 3-5 years in title, escrow, or real estate
  • Specific knowledge of IRC Section 1031 preferred
  • Exceptional verbal and written communication skills
  • Strong interpersonal skills
  • Excellent organizational skills
  • Proficient with Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

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