VP, Trust Officer (Estate Settlement)
Wintrust Financial Corporation(27 days ago)
About this role
A Senior Trust Officer role within Wintrust Wealth Management, supporting private clients, high-net-worth individuals, business owners, and institutions with comprehensive wealth, trust, and asset management solutions. The position is part of Wintrust, a financial services company with over $66 billion in assets, and can be based in Illinois, Indiana, or Wisconsin with hybrid work options.
Required Skills
- Estate Administration
- Trust Settlement
- IRA Administration
- Investment Management
- Client Relations
- Document Analysis
- Tax Coordination
- Microsoft Office
Qualifications
- Bachelor's Degree (Preferred)
- Certified Trust and Financial Advisor (Desired)
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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