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Trust Associate

Location
Chicago, Illinois
Job Type
Permanent
Posted
1 Sep 2022

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.

Trust Associate for Guardianship and Estate Team

The Chicago Trust Company

Under general supervision, performs advanced and complicated administrative duties requiring considerable judgment, independent analysis, and detailed knowledge of departmental procedures. Assignments generally include preparing complex reports; checking and verifying non-routine bills, schedules, receipts, invoices, purchase orders and other documents; maintaining complicated records requiring classification and compilation of varied information. Performs complicated reconciliation and control functions and compiles special studies where analysis of complicated data is required. May independently answer correspondence, handle inquires, complaints, or adjustments.

Requires thorough knowledge of policies and practices in assigned functional area as would normally be obtained through three years of responsible administrative trust duties. General accounting experienced is desired but not required.  Strong communication skills are necessary in both written and verbal form.

Responsibilities:

Duties include, but are not limited to, Trust Company responsibilities in the following areas:

  • Provide excellent customer service on a timely basis
  • Handle customer requests for information, cash management, etc.
  • Solve problems and research issues, as they arise
  • Open and maintain client files
  • Process receipts and enter distributions
  • Assist in monitoring tax processes for TCTC
  • Participate in special projects, as requested
     

Requirements:

  • Bachelor's degree preferred
  • Excellent Microsoft Office suite skills (Outlook, Word, Excel, etc.).
  • Excellent verbal and written communication skills

EOE Statement:

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

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Details

  • Job Reference: 701413052-2
  • Date Posted: 1 September 2022
  • Recruiter: Wintrust Financial
  • Location: Chicago, Illinois
  • Salary: On Application
  • Sector: Legal
  • Job Type: Permanent