Trust Administrator I

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.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 eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team?We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityWhat You’ll DoEnsures transactions are balanced and documented according to policies and procedures.Oversees the input and maintenance of data in accounting systems and report generation.Coordinates the processing of dividends and disbursements.Ensures that project/department milestones/goals are met and adhering to approved budgets.Extensive knowledge of the function and department processesDaily processing of transactions associated with client accounts including, but not limited to wires, ACH, security transactions, income transactions, fee processing, and cash sweep.Account closings – coordinate delivery of assets.Mutual Funds – coordinate incoming and outgoing transfers.Update cost and Date of Death values.Set up users for online access.Retirement Distribution processingVerify and collect trust fees and court fees. Prepare fee invoices as needed.Process all incoming and outgoing customer transfers.Post CD interest, purchases, and redemptions.Trade settlement – all aspects.Tax processing.Client statement reconciliation and processing.Generate various reports for auditors and examiners.Create and write new procedures/processes as needed.Knowledge/Skills/Background/Experience5 years of experience in the related area of banking, bookkeeping, and or investment security experience preferred as an individual contributor.General knowledge of legal requirements related to bookkeeping practices and/or investment security.Strong written and verbal communication skillsSelf-motivationSelf-managementAbility to consistently follow through on tasksProblem-solvingOrganizational and analytical skillsInterpersonal skillsStrong ability to multi-taskFrom 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.About Us

Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas.

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