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.
Why join us?- 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 eligible
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
- Family-friendly work hours
- With 175+ community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
Why join this team? - We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
What You'll Do- Ensures 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 processes
- Daily 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 processing
- Verify 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/Experience- 5 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.
- Attention to detail
- Strong written and verbal communication skills
- Self-motivation
- Self-management
- Ability to consistently follow through on tasks
- Problem-solving
- Organizational and analytical skills,
- Interpersonal skills
- Time management skills
- Strong ability to multi-task
BenefitsMedical 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 InsuranceFrom 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.