Trust Operations Administrator

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 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 200+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within culturePosition Overview:As a Trust Operations Administrator, you would be responsible for special projects and daily tasks related to trust operations functions by providing operational support to the Trust Administration and Investments Departments and their clients.What you'll do:Ensure transactions are balanced and documented according to policies and proceduresOversee the input and maintenance of data in accounting systems and report generationCoordinates the processing of dividends and disbursementsEnsures that project/department milestones/goals are met and adhering to approved budgetsExtensive 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 sweepAccount closings - coordinate delivery of assetsMutual Funds - coordinate incoming and outgoing transfersUpdate cost and Date of Death valuesSet up users for online accessRetirement Distribution processingVerify and collect trust fees and court fees. Prepare fee invoices as neededProcess all incoming and outgoing customer transfersPost CD interest, purchases, and redemptionsTrade settlement - all aspectsTax processingClient statement reconciliation and processingGenerate various reports for auditors and examinersCreate and write new procedures/processes as neededQualifications:5 years of experience in the related area of banking, bookkeeping, and or investment security experience preferred as an individual contributorGeneral knowledge of legal requirements related to bookkeeping practices and/or investment securityAttention to detailStrong written and verbal communication skillsSelf-motivationSelf-managementAbility to consistently follow through on tasksProblem-solvingOrganizational and analytical skillsInterpersonal skillsTime management skillsStrong ability to multi-taskBenefits: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 InsuranceCompensation:The estimated salary range for this role is $59,000 - $77,000, 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