Trust Associate I

Labe Bank

Chicago, IL, United States
Base: $20.19 -$26.44ph; bonus/equity: eligibility ...
Hybrid
Handle daily transaction workflow
Maintain account information
Execute 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.
  • Benefits include medical, dental, vision, life insurance, disability insurance, parental leave, 401(k) with company match, and an employee stock purchase plan.

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, AD&D, Disability Insurance, Parental Leave, EAP, 401(k), FSA, ESPP, Critical Illness Insurance, Accident Insurance, Transportation Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Handle daily transaction workflow
  • Maintain account information
  • Execute cash movement disbursements
  • Monitor account activity
  • Adhere to regulatory requirements

Nice-to-have

  • Self-motivated team player
  • Work independently
  • Provide support for Trust Officers
  • Attend client meetings

Key Requirements

  • Bachelor’s degree preferred
  • 3+ years in a supporting role
  • Excellent Microsoft Office suite skills
  • Attention to detail and accuracy
  • Ability to multitask

Work Rights

Not specified

Tailored Resume

Cover Letter