Trust Associate I

3 days ago

Lake Forest, United States Wintrust Financial Full time

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, Wintrust Private Trust., 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 $62 billion in assets.

Trust Associate I

Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables.

Under general supervision, the Trust Associate I is responsible for clerical administrative support for one or more Trust Administrators who manage accounts including investment management agency, custody and personal trusts, by performing a wide variety of tasks related to serving trust clients by handling daily transaction workflow, creation and maintenance related responsibilities. From time to time, the TA may be asked to provide support coverage for additional Trust Officers.

Primary 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.
  • Employee will be expected work out of Milwaukee, Wisconsin, trust office at least once per week.

Knowledge and Skills

  • Bachelor’s degree preferred
  • 1 to 3 years in a supporting role
  • 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

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

The estimated hourly rate for this role is $20.19 -$26.44, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.

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.

  • Medical Services Associate

    2 weeks ago

    Forest Lake, Minnesota, United States i-Health Inc Full time

    **Join Our Team:**i-Health Inc is an equal opportunity employer, committed to fostering a diverse and inclusive work environment. We invite applications from qualified individuals who share our passion for delivering exceptional patient care.

  • Corporate Trust Associate

    6 days ago

    Salt Lake, Utah, United States UMB Financial Corporation Full time

    The SCT Aviation Associate Relationship Manager role at UMB Financial Corporation offers an exciting opportunity to join our dynamic team. As a key partner to our Relationship Managers, you will support clients by providing exceptional service, including new account set-up, account updates, client invoicing, document control, and administrative support. In...

  • Cashier Associate

    7 days ago

    Lake Forest, California, United States Sizzler USA Full time

    Job Title:Cashier Associate at Sizzler USAEstimated Salary: $40,000 - $50,000 per yearLocation:El Toro Road, CAJob Description:We are seeking a motivated and detail-oriented Cashier Associate to join our team at Sizzler USA. As a Cashier Associate, you will be responsible for performing basic math functions to collect payments and making change. You will...

  • Aviation Trust Specialist

    7 days ago

    Salt Lake, Utah, United States UMB Financial Corporation Full time

    Company OverviewUMB Financial Corporation offers a unique blend of trust services to the structure finance world. Our Specialty Corporate Trust team provides a variety of niche products and services to customers globally, onboarding and administering complex transactions with precision and expertise.Salary Range$38,910.00 - $90,090.00About the RoleThe SCT...

  • Pizzeria Delivery Associate

    3 weeks ago

    Lake Forest, Illinois, United States Lou Malnati's Pizzeria Full time

    About this RoleThis role is ideal for someone who enjoys working in a fast-paced environment and is able to multitask with ease. As a Pizzeria Delivery Associate, you will be responsible for delivering pizzas to customers, responding to phone calls and messages from customers and management, and performing various administrative tasks as needed. To succeed...

  • Sales Associate

    4 days ago

    Forest Lake, United States Bass Pro Inc Full time

    POSITION SUMMARY: The Boat & ATV Sales Consultant performs various Selling / Customer Service activities to assist Boat and ATV Customers in making informed buying decisions. ESSENTIAL FUNCTIONS: Supports a strong commitment to world class customer service and insures a pleasant and productive shopping experience for all customers. Engages all customers...

  • Sales Associate

    4 days ago

    Forest Lake, United States Bass Pro, LLC Full time

    POSITION SUMMARY:The Boat & ATV Sales Consultant performs various Selling / Customer Service activities to assist Boat and ATV Customers in making informed buying decisions.ESSENTIAL FUNCTIONS:Supports a strong commitment to world class customer service and insures a pleasant and productive shopping experience for all customers.Engages all customers entering...

  • Customer Service Representative with Sales Background

    4 weeks ago

    Lake Villa, Illinois, United States Community Trust Credit Union Full time

    OverviewCommunity Trust Credit Union (CTCU) is a reputable financial institution seeking exceptional individuals to fill Member Experience Representative I positions.

  • Call Center Agent I

    4 months ago

    Lake Forest, United States Toshiba America Business Solutions Full time

    Call Center Agent I - Hardware Hourly Rate: $22.85 to $32.00 The pay range for the position (paid biweekly) is $22.85 / per hour to $32.00 / per hour depending on experience. Toshiba America Business Solutions, Inc. is a global powerhouse with a 150-year heritage. We are an industry leader in digital displays, document security and software solutions. We...

  • Support Staff Associate

    2 weeks ago

    Forest Lake, Minnesota, United States Forest Lake Schools Full time

    Forest Lake Schools is a great place to work and live, offering small town neighborliness with urban comforts and convenience. The district is located 30 minutes north of the Twin Cities metro area.We are hiring substitute support role positions in various capacities, including paraprofessional, office-clerical, Title I, and Noon Duty. These roles provide an...

  • Corporate Trust Administrative Assistant II

    17 hours ago

    Salt Lake City, United States Bank of Utah Full time

    Major Job Function: Full-Time position. Works as the Administrative Assistant for the Corporate Trust Department. Provides customer service, handles and records the money movement within the accounts, and initiates actions that support the Account Administrators and Legal Team. Will assist in special projects and requests, and assist with back-up support for...

  • Wireless Area Sales Manager

    3 months ago

    Salt Lake City, United States RS&I Inc. Full time

    RS&I is a long-standing and trusted distributor and sales agent for a variety of dealer programs nationwide. We provide training, sales support, and marketing assistance to Authorized Dealers who represent these nationally recognized companies and more:AT&TCenturyLinkWindstreamBrightspeedFrontierDishHughesNetT-Mobile Home InternetVivintWe are currently...

  • Wireless Area Sales Manager

    2 months ago

    salt lake city, United States RS&I Inc. Full time

    RS&I is a long-standing and trusted distributor and sales agent for a variety of dealer programs nationwide. We provide training, sales support, and marketing assistance to Authorized Dealers who represent these nationally recognized companies and more:AT&TCenturyLinkWindstreamBrightspeedFrontierDishHughesNetT-Mobile Home InternetVivintWe are currently...

  • Wireless Area Sales Manager

    3 months ago

    Salt Lake City, United States RS&I Inc. Full time

    RS&I is a long-standing and trusted distributor and sales agent for a variety of dealer programs nationwide. We provide training, sales support, and marketing assistance to Authorized Dealers who represent these nationally recognized companies and more:AT&TCenturyLinkWindstreamBrightspeedFrontierDishHughesNetT-Mobile Home InternetVivintWe are currently...

  • Nursing Assistant Associate

    6 days ago

    Forest Lake, Minnesota, United States Abundant Alternatives HealthCare Staffing Full time

    Job SummaryWe are seeking an experienced Certified Nursing Assistant to join our team at Abundant Alternatives HealthCare Staffing. As a key member of our team, you will play a vital role in delivering high-quality patient care and support services.Key Responsibilities:Provide direct patient care under the guidance of nursing staff, ensuring a safe and...

  • Customer Service and Operations Associate

    1 week ago

    Forest Hills, Tennessee, United States Studio E Full time

    Job Title: Customer Service and Operations AssociateAbout Us:Studio E has been providing a high-quality dance education to children and adults since 1969. Our commitment to excellence is reflected in our experienced staff, state-of-the-art facilities, and dedication to student success.Job Description:We are seeking a skilled Customer Service and Operations...

  • Technical Support Specialist

    3 weeks ago

    Lake Forest, California, United States Toshiba America Business Solutions Full time

    About the RoleThis Technical Support Specialist position involves providing telephone support for hardware-related issues on Toshiba MFPs, Barcode Printers, and other problems reported from the field. The successful candidate will have excellent communication skills and be able to troubleshoot complex technical issues.Responsibilities include gathering call...

  • Waste Processing Technician I

    7 days ago

    Avon Lake, United States Disability Solutions Full time

    Who we areFor more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our VisionReworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle and...

  • Grocery Sales Associate

    7 days ago

    River Forest, Illinois, United States Fresh Thyme Farmers Market Full time

    About Us">Fresh Thyme Farmers Market is a trusted resource in our communities, offering real people, real food at real affordable prices across the Midwest. We're committed to helping shoppers naturally, intuitively, and enjoyably find real, honest, affordable goodness to meet them wherever they are on their wellness journey.">Job Summary">The Cashier Team...

  • IT Technical Specialist I

    3 months ago

    Lake Forest, United States STAAR Surgical Full time

    This a full-time temporary(12-month) position.JOB OVERVIEWAs an IT Technical Specialist within STAAR Surgical’s Information Technology team, this individual plays a critical role working closely with the business and across the Information Technology organization supporting IT business solutions and roadmaps. In summary this position supports helpdesk and...