Trust Associate I

Downers Grove Bank & Trust Co

Chicago, IL, United States
Base: $20.19 - $26.44ph; bonus/equity: eligibility...
Hybrid
Timely and accurate distribution
Handle daily transaction workflow
Electronic documentation maintenance
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.
  • The Trust Associate I is responsible for administrative support for one or more Trust Administrators who manage accounts including investment management agency, custody, and personal trusts.
  • Benefits include Medical, Dental, Vision, Life insurance, Disability Insurance, Parental Leave, 401(k) with company match, and more.

Matching Summary

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

Salary

Base: $20.19 - $26.44/hour; Bonus/Equity: Eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, Disability Insurance, 401(k) with company match, FSA, ESPP, etc.

Skills & Requirements

Must-have

  • Timely and accurate distribution
  • Handle daily transaction workflow
  • Electronic documentation maintenance
  • Execute cash movement disbursements
  • Monitor account activity

Nice-to-have

  • Self-motivated team player
  • Work independently
  • Customer and internal inquiries
  • Attend client meetings

Key Requirements

  • 3+ years in a supporting role
  • Excellent Microsoft Office suite skills
  • Good skills in applied mathematical formulas
  • Ability to clearly articulate issues
  • Attention to detail and accuracy
  • Ability to multitask

Work Rights

Not specified

Tailored Resume

Cover Letter