Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted yesterday

Trust Associate I

Wintrust Financial Corporation173 open roles

Where
Chicago, IL
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowTrust Associate IWintrust Financial Corporation · Chicago, IL

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Wintrust Financial Corporation's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.8% of postings close within 7 days. Measured by our own scanner across the market. Wintrust Financial Corporation postings stay open a median of 35 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.8%7 days
  4. 20.6%14 days
  5. 35.6%30 days
  6. 58.4%60 days
This job: posted yesterday

Wintrust Financial Corporation median: 35 days open

The posting

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.

Trust Associate I

Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables. Under general supervision, the Trust Associate I is responsible for clerical administrative support for one or more Trust Administrators who manage accounts including investment management agency, custody and personal trusts, by performing a wide variety of tasks related to serving trust clients by handling daily transaction workflow, creation and maintenance related responsibilities. From time to time, the TA may be asked to provide support coverage for additional Trust Officers.

Why join us?

  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 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
  • Promote from within culture

Why join this firm?

  • We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
  • Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
  • We hold ourselves to the highest standard of service and integrity in the industry
  • We have a strong reputation for quality service and impeccable ethics.

What you will do.

  • Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures and has the ability to maintain confidentiality.
  • Works with the Trust Officer to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow, work with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including opening and sorting incoming mail, process outgoing mail, and phone coverage.
  • Assists Trust Officer in responding to routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, provides follow up, as necessary, in a timely manner.
  • Creates and maintains proper account electronic documentation and ensures account paper files are in good order and account coding is accurate and maintained.
  • Accurately executes instructions from Trust Officers including cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts on the system, maintains account information, closes accounts/trade orders in a timely manner.
  • Performs standard account monitoring and notifies the Trust Officer when overdrafts or large balances are discovered.
  • Creates and organizes PowerPoint slide presentations and Excel spreadsheets, when necessary.
  • Performs special projects, as assigned, by the Trust Officer.
  • Acts as back-up for another TA, if necessary, on intermittent basis.
  • The responsibilities above are not exhaustive. There may be other responsibilities that will be required from time to time. Those expectations will be clearly defined at the time the request is made.

Knowledge and Skills

  • Bachelor’s degree preferred
  • 1 to 3 years in a supporting role
  • Excellent Microsoft Office suite skills
  • Basic skills in applied mathematical formulas
  • Skill in word processing and spreadsheets
  • Ability to clearly articulate issues, problems, solutions, concerns, and other information in verbal and written communications
  • Attention to detail and accuracy
  • Ability to multitask, follow instructions, and have a keen attention to detail
  • Basic knowledge of accounting principles
  • Basic knowledge of Trust terms and functions
  • Knowledge of basic banking functions
  • Excellent teamwork skills
  • Adheres to the highest ethical standards
  • Exceptional client service skills
  • Protects confidentiality

Compensation

The estimated hourly rate for this role is $20.19 -$26.44, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.

#LI-hybrid

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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Wintrust Financial Corporation's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Wintrust Financial Corporation's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Wintrust Financial Corporation's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.