at Wintrust Financial Corporation in Wilmette, Illinois, United States
Job Description
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 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.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Competitive pay and discretionary or incentive bonus eligible
- Comprehensive benefit 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 Youll Do
Responsible for the complete administration of personal trust accounts including agencies and IRAs which will include moderately complex situations. Represent the bank in contact with customers, attorneys, beneficiaries and other related parties. Administer assigned personal accounts; study and analyze the trust instrument; determine and adhere to the responsibilities, duties, and terms of the governing trust document; monitor account activity ensuring compliance with established policies, procedures, rules, and regulations. Contact, correspond, advise, and resolve more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals in the course of an administration of accounts. Develop new business; consult with others and refer other officers to new business prospects. Obtain appropriate documentation on accounts; authorize payments from accounts, consider tax liabilities, and recommend/approve discretionary payments in accordance with bank policies. Represent the bank in court appearances, in business related activities including professional organizations, conferences and seminars, and in other similar situations.
- Represent the company as trustee with irrevocable...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
