Wintrust Financial Corporation · 6 hours ago
Trust Associate I
Chicago, IL
Full-time
Hybrid
Entry Level
$20.19/hr - $26.44/hr
1+ years expWintrust Financial Corporation is a financial services company that has been serving clients since 1931. They are seeking a Trust Associate I to support Trust Officers in daily operations, maintain account documentation, and assist with client inquiries.
Financial ServicesWealth Management
Responsibilities
Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures and has the ability to maintain confidentiality
Works with the Trust Officer to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow, work with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including opening and sorting incoming mail, process outgoing mail, and phone coverage
Assists Trust Officer in responding to routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, provides follow up, as necessary, in a timely manner
Creates and maintains proper account electronic documentation and ensures account paper files are in good order and account coding is accurate and maintained
Accurately executes instructions from Trust Officers including cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts on the system, maintains account information, closes accounts/trade orders in a timely manner
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 back-up for another TA, if necessary, on intermittent basis
The responsibilities above are not exhaustive. There may be other responsibilities that will be required from time to time. Those expectations will be clearly defined at the time the request is made
Qualification
Required
Excellent Microsoft Office suite skills
Basic skills in applied mathematical formulas
Skill in word processing and spreadsheets
Ability to clearly articulate issues, problems, solutions, concerns, and other information in verbal and written communications
Attention to detail and accuracy
Ability to multitask, follow instructions, and have a keen attention to detail
Basic knowledge of accounting principles
Basic knowledge of Trust terms and functions
Knowledge of basic banking functions
Excellent teamwork skills
Adheres to the highest ethical standards
Exceptional client service skills
Protects confidentiality
Preferred
Bachelor's degree preferred
1 to 3 years in a supporting role
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
Company
Wintrust Financial Corporation
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.
5001-10000 employees
H1B Sponsorship
Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (19)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Leadership Team
Timothy Crane
President and Chief Executive Officer
Recent News
The Magnificent Mile Association
2025-11-11
Wintrust Financial Corporation
2025-10-24
Company data provided by crunchbase