Wintrust Financial

Wintrust Financial

VP, Trust Officer

Barrington, IL · Vp

Sponsorship not specified$85k-$120kDetected 119 days ago
ExcelCommunicationMicrosoft Office

Stay score

odds of building a lasting career here

50Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds (Level II)66
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~30% per draw at Level II). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

Personalize to your clock →

Employer immigration record

from this employer's Department of Labor filings

Green-card filing pattern in this occupation

Context, not a finding about this posting: of this employer's 9 green-card filings in this occupation, 100% were for a worker who already held the job.

Green-card follow-through: 86%

Of 7 labor certifications old enough to have been used, 1 expired without the employer filing the next step. Median time from filing to decision: 504 days.100% of their filings were for a worker who already held the job.Only certifications past the 180-day window are counted — recent ones cannot have expired yet.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

Community outcomes

No reports yet — be the first to help the next applicant.

About the role

  • will include providing complete administration of guardianship, estate, or trust 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.
  • Contacts, corresponds, advises, and resolves more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals during administration of accounts.

Responsibilities

  • Administers accounts from asset collection through distributions per terms of document.
  • 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.
  • Develop new business; consults with others and refers other colleagues to new business prospects.
  • To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.
  • 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.

Requirements

  • 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.)
  • Benefits:
  • Medical Insurance
  • 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

Nice to have

  • Bachelor's degree preferred
  • successful completion of Certified Trust and Financial Advisor program desired yet not required.

Compensation

  • The estimated salary range for this role is $85,000 - $120,000, along with eligibility to earn an annual bonus.
  • Preparations of annual tax returns are coordinated as are investment reviews and meetings with clients.

Benefits

  • Flexible Spending Account (FSA)
  • Employee Stock Purchase Plan at 5% discount
  • Transportation and Commuting Benefits

Equal opportunity

  • Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.
Apply directly at Wintrust Financial →Create a free account for alerts like thisView Wintrust Financial immigration profile

This listing is sourced directly from Wintrust Financial's careers page and normalized into a canonical job model.