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VP, Trust Officer
1 month ago
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.
Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.
VP and Trust Officer (Guardianship/ Estates)
Why join us?
- An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Competitive pay and discretionary or incentive bonus eligible
- Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few
- Family-friendly work hours
- Promote from within culture
Why join this team?
- We are a growing team with a fast-paced, collaborative, team-centric, positive culture
- We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
- Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
- We hold ourselves accountable to high standards, share wins, and operate ethically
What you will do
Responsibilities will include providing complete administration of guardianship and estate accounts which may also include personal trust accounts, individual retirement accounts, investment management agencies, up to and including moderately complex situations. Represents the bank in contacts with customers, attorneys, beneficiaries and other related parties. Administers assigned personal accounts; studies and analyzes the trust instrument, probate documents or other governing document; determines and adheres to the responsibilities, duties, and terms of the governing document; monitors account activity ensuring compliance with established policies, procedures, rules, and regulations. Contacts, corresponds, advises, and resolves more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals in the course of an administration of accounts. Develops new business; consults with others and refers other colleagues to new business prospects. Obtains appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments in accordance with bank policies. Represents the bank in business-related activities including professional organizations, conferences, and seminars, and in other similar situations.
- Administer accounts from asset collection through distributions per terms of document.
- Protect, insure, and oversee sale of real estate, financial assets, collections, and personal property.
- Locate tax returns and financial records for tax returns and coordinate preparation and filing.
- Represent the company as Trustee with irrevocable and revocable trusts from reviewing documents, accepting a fiduciary role, collecting cost and tax information through investment process and final distribution.
- Ensure preparations of annual tax returns are coordinated as are investment reviews and meetings with clients
- Open and coordinate investment role with investment management accounts for guardianships, estates and personal and individual retirement account assets.
- Coordinate meetings with portfolio managers or other outside investment managers.
- Contact clients with required minimum distributions from IRAs and order distributions as well as other distributions from IRAs. Transfer cash and assets as requested.
- Develop and maintain relationships with area lawyers, accountants, and centers of influence for business referrals
Work closely with other team members of Wintrust Wealth Management and the Bank in cross-selling opportunities, where appropriate.
Initiate and monitor asset transfers. Review fees as to appropriateness.
Maintain files, supplies, and marketing material.
Maintain internal reviews of all accounts and coordinate with portfolio managers when needed.
Participate in special projects, as requested.
Qualifications
- Bachelor’s degree preferred; successful completion of Certified Trust and Financial Advisor program desired, yet not required.
- Minimum of 5 years of estate or trust administration experience.
- Requires knowledge of guardianships, estates, personal trusts, IRAs, and investment management accounts.
- Exceptional verbal and written communication skills.
- Highly proficient per Microsoft Office Suite (Word, Outlook, Excel, etc.)
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
#Li-Hybrid
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.
