Wintrust Financial

VP, Trust Officer

Barrington, IL · Vp

Sponsorship not specified$85k-$120kDetected 27 days ago

ExcelCommunicationMicrosoft Office

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.

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.

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

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

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

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.

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