Trust Associate I

Location: Lake Forest, Illinois, United States; onsite

Salary: $20.19–$26.44 per hour, plus eligibility for an annual bonus

Company

hirify.global Wealth Management provides investment, trust, and asset management services for high-net-worth individuals, business owners, institutions, and other private clients.

What you will do

• Support Trust Officers with daily trust account workflows, including account openings, closings, asset transfers, trade orders, and account maintenance.
• Process cash movements and disbursements, including check requests, ACH and wire transfers, bill payments, and receipt of funds.
• Respond to routine client and internal account inquiries, research issues, and provide timely follow-up.
• Maintain electronic records, paper files, account coding, and documentation accuracy.
• Monitor accounts for overdrafts and large balances and escalate findings to Trust Officers.
• Prepare PowerPoint presentations and Excel spreadsheets, handle mail and phone coverage, and complete assigned projects.

Requirements

• Bachelor’s degree preferred.
• 1–3 years of experience in a supporting role.
• Excellent Microsoft Office, word-processing, and spreadsheet skills.
• Basic knowledge of accounting principles, banking functions, and trust terminology.
• Strong written and verbal communication, teamwork, multitasking, accuracy, and attention to detail.
• Ability to maintain confidentiality, follow instructions, meet regulatory requirements, and provide exceptional client service.

Culture & Benefits

• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) plans with a company match, plus an employee stock purchase plan.
• Parental leave, employee assistance, flexible spending account, tuition reimbursement, and commuting benefits.
• Competitive pay with discretionary or incentive bonus eligibility.
• Opportunities for internal growth and advancement in an ethics-focused workplace.