at Wintrust Financial Corporation in Lansing, 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 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.
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 hold ourselves to the highest standard of service and integrity in the industry
- We have a strong reputation for quality service and impeccable ethics
- Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
What You'll Do
- Adhere to all internal and external regulatory requirements, policies, and procedures, standards, guidelines and maintain confidentiality
- Work 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 incoming mail, outgoing mail, and phone coverage
- Assist Trust Officer in responding to routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, and provides follow-up, as necessary, in a timely manner
- Create and maintain proper account electronic documentation and ensure account paper files are in good order and account coding is accurate and maintained.
- Accurately execute instructions from Trust Officers, including cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establish new accounts on the system, and maintain account information, close accounts/trade orders in a timely manner.
- Perform standard account monitoring...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
