Trust Associate I

Wintrust Wealth Management serves private clients, including high‑net‑worth individuals, business owners, and institutions. Responsibilities Adheres to all internal and external regulatory requirements, standards, guidelines, policies, and procedures and maintains confidentiality. Works with the Trust Officer to complete daily tasks, including utilizing proper forms, processes, and procedural elements pertaining to specific daily workflow; collaborates with internal operations staff regarding account openings, closings, and asset transfers (if applicable); and performs basic daily tasks such as opening and sorting incoming mail, processing outgoing mail, and phone coverage. Assists the Trust Officer in responding to routine customer and internal account inquiries, conducts necessary research requested for resolution of each matter, provides follow‑up as needed, and ensures timely response. Creates and maintains proper account electronic documentation and ensures account paper files are organized and coded accurately. Accurately executes instructions from Trust Officers, including cash movement disbursements (e.g., check requests, ACH or wire transfers, bill payments) and receipt of funds; establishes new accounts on the system, maintains account information, and closes accounts or trade orders promptly. Performs standard account monitoring and notifies the Trust Officer when overdrafts or large balances are discovered. Creates and organizes PowerPoint slide presentations and Excel spreadsheets when necessary. Performs special projects as assigned by the Trust Officer. Acts as backup for another TA when needed on an intermittent basis. Qualifications Bachelor’s degree preferred. 1 to 3 years in a supporting role. Excellent Microsoft Office suite skills. Basic skills in applied mathematical formulas. Proficiency in word processing and spreadsheets. Ability to clearly articulate issues, problems, solutions, concerns, and other information in verbal and written communication. Attention to detail and accuracy. Ability to multitask, follow instructions, and maintain keen attention to detail. Basic knowledge of accounting principles. Basic knowledge of Trust terms and functions. Knowledge of basic banking functions. Excellent teamwork skills. Adherence to the highest ethical standards. Exceptional client service skills. Protections of confidentiality. Benefits Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short‑term and long‑term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance Compensation Compensation: The estimated hourly rate for this role is $20.19 – $26.44, and you are eligible to earn an annual bonus. Actual pay rate may vary based on several factors, such as your qualifications, skills, and experience. Wintrust Financial Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. #J-18808-Ljbffr Wintrust Financial Corporation