Trust Associate I
Wintrust Financial Corporation(4 days ago)
About this role
The Trust Associate I supports trust administrators by managing account transactions, ensuring regulatory compliance, preparing documentation, and assisting in client interactions within a wealth management firm that serves high net worth individuals and institutions. The role involves independently handling daily workflows, maintaining accurate records, and supporting various client account activities in a collaborative environment.
Required Skills
- Excel
- Word Processing
- Trading
- Customer Service
- Account Management
- Financial Documentation
- Organization
- Attention to Detail
- Mathematical Formulas
- Client Support
About Wintrust Financial Corporation
wintrust.comWintrust is a financial services company that provides exceptional customer service, while giving back to the things that matter most to our area.
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