VP, Trust Officer

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, Wintrust Private Trust., 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 $66 billion in assets. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 With 200+ community bank locations, we offer opportunities to grow and develop in your career 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 Position Overview: Responsibilities 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. Administers assigned personal accounts; studies and analyzes the trust instrument, probate documents or other governing document; determines and adheres to the responsibilities, duties, and terms of the governing document; monitors account activity ensuring compliance with established policies, procedures, rules, and regulations.

Contacts, corresponds, advises, and resolves more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals during administration of accounts. Develop new business; consults with others and refers other colleagues to new business prospects. Obtains appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves/approves discretionary payments in accordance with bank policies.

Represents the bank in business-related activities including professional organizations, conferences, and seminars, and in other similar situations.

What you’ll do

Administration Administers accounts from asset collection through distributions per terms of successful completion of Certified Trust and Financial Advisor program desired yet not required. 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

• Dental
• Vision
• 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
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits

Pet Insurance Compensation

• 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. #LI-ONSITE 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.

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.