VP, Trust Officer

Location: Barrington, Illinois, United States; onsite

Salary: $85,000–$120,000 annually, plus eligibility for an annual bonus.

Company

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

What you will do

• Administer guardianship, estate, personal trust, IRA, and investment management accounts from asset collection through final distributions.
• Review trust instruments, probate documents, and other governing documents, ensuring account administration complies with their terms and applicable policies and regulations.
• Oversee real estate, financial assets, collections, personal property, asset transfers, payments, fees, and tax-related documentation.
• Coordinate tax return preparation, investment reviews, client meetings, and collaboration with portfolio managers and external investment managers.
• Advise and resolve complex issues for clients, beneficiaries, attorneys, CPAs, portfolio managers, and other professional contacts.
• Develop referral relationships with lawyers, accountants, and other centers of influence while identifying appropriate cross-selling opportunities.

Requirements

• Bachelor’s degree preferred; completion of the Certified Trust and Financial Advisor program is desired but not required.
• At least five years of estate or trust administration experience.
• Knowledge of guardianships, estates, personal trusts, IRAs, and investment management accounts.
• Exceptional verbal and written communication skills.
• High proficiency with Microsoft Office Suite, including Word, Outlook, and Excel.

Culture & Benefits

• Collaborative, team-centric, fast-paced, and positive work environment.
• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) with company match, flexible spending account, and employee stock purchase plan.
• Parental leave, employee assistance program, transportation benefits, banking benefits, and tuition reimbursement.
• Opportunities for career growth and advancement through a promote-from-within culture.