Trust and Operations Associate (Sales)
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 $62 billion in assets.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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 175+ community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
What You'll Do
- Processing, reviewing or approving financial transactions for CDEC team members. Inbound and outbound wires and checks, daily trades with trustee and data transmission to outside service provider.
- Begin the process of learning the 1031 business both from the operations side and the customer side. Nuances of the tax code, interacting with customers, document preparation, transaction posting, Salesforce entry and DocuPace
- Supporting and assisting team members to achieve team goals
- Process, review and approve client inbound/outbound wires and checks
- Manage operational processes and procedures
- Complete daily reconciliation of DDA and security positions
- Communicate daily trades to Midwest Institutional Trust Company
- Assist with audit activity, including gathering documents and communicating with the RM teams
- Transmit daily processing to FIS and monitor results and outcome
- Learn and become proficient in the IRC Section 1031 tax deferred account process
Knowledge/Skills/Background/Experience
- Bachelor's degree
- Policy and procedure development and maintenance
- Proven superior verbal and written communication skills
- Time Management, organizational, and problem-solving skills
- Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, 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
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 be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
