Trust Officer
1 week ago
Wintrust Financial is seeking a Trust Officer to join our team in Milwaukee, Wisconsin. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow. You will work closely with clients, beneficiaries, and other professionals to ensure compliance with established policies, procedures, rules, and regulations.
Key Responsibilities- Administer assigned accounts, including estates, trusts, guardianships, agencies, and escrow.
- Monitor account activity to ensure compliance with established policies, procedures, rules, and regulations.
- Communicate with clients, beneficiaries, and other professionals to resolve complex problems.
- Authorize payments from accounts, consider tax liabilities, and recommend discretionary payments.
- Represent the bank in court appearances, business-related activities, and other situations.
- Bachelor's degree.
- Minimum of 5 years of estate and trust administration experience.
- Exceptional verbal and written communication skills.
- Highly proficient in Microsoft Office Suite.
Wintrust Financial is a financial services company with a strong commitment to diversity and inclusion. We are an Equal Opportunity Employer and welcome applications from qualified candidates.
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Trust Officer
1 week ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeJob SummaryWe are seeking a highly skilled Trust Officer to join our team at Wintrust Financial. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow. You will work closely with clients, beneficiaries, and other professionals to ensure the smooth...
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Trust Officer
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Milwaukee, Wisconsin, United States Wintrust Financial Full timeAbout the Role:We are seeking a highly skilled and experienced Trust Officer to join our team at Wintrust Financial. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow.Key Responsibilities:Administer assigned accounts, studying and analyzing the trust...
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