{"id":4050945,"url":"https://alion.io/job/wintrust-financial-trust-associate-i-3","title":"Trust Associate I","company":{"id":6066,"name":"Wintrust Financial","domain":"wintrust.com","url":"https://alion.io/company/wintrust","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":82,"open_postings":35,"ghost_share":0,"stale_share":0.714,"repost_share":0.029,"time_to_fill_p50_days":32,"computed_at":"2026-11-10T06:52:35Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Rosemont, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":20,"max":26,"currency":"USD","period":"hour","gross":null,"usd_annual":52000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-10T00:00:00Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-11T01:41:24Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"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.\nMust be Bilingual in both Spanish and English, spoken and written\nWhy join us?\nAn 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)\nCompetitive pay and discretionary or incentive bonus eligible\nComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few\nFamily-friendly work hours\nWith 200+ community bank locations, we offer opportunities to grow and develop in your career\nPromote from within culture\nWhat you’ll do:\nAdheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures, under the strictest confidentiality.\nWorks with the Trust Officer and is able to work independently to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow. Works with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including incoming mail, outgoing mail, phone coverage. \nAssists Trust Officer in responding to non-routine customer and internal account inquiries, performs necessary research requested for resolution of each matter, and provides follow up, as necessary, in a timely manner.\nCreates and maintains proper electronic documentation and ensures account paper files are in good order and that account coding is accurate and maintained.\nAccurately executes cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts, maintains account information, closes accounts, executes trade orders in a timely manner. \nPerforms standard daily account monitoring and notifies the Trust Officer when overdrafts or large balances are discovered.\nCreates and organizes PowerPoint slide presentations and Excel spreadsheets when necessary.\nMay attend client meetings with Trust Officer and perform special projects as assigned.\nActs as backup for another TA, if necessary, on intermittent basis.\nThe 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.\nMentor and coach incoming Trust Associates.\nKnowledge and Skills:\nBachelor’s or Associate degree preferred\n1 to 3 years in a supporting role\nExcellent Microsoft Office suite skills\nBasic skills in applied mathematical formulas\nSkill in word processing and spreadsheets\nAbility to clearly articulate issues, problems, solutions, concerns, and other information in verbal and written communications\nAttention to detail and accuracy\nAbility to multitask, follow instructions, and have a keen attention to detail\nBasic knowledge of accounting principles\nBasic knowledge of Real estate.\nKnowledge of basic banking functions\nExcellent teamwork skills\nAdheres to the highest ethical standards\nExceptional client service skills\nProtects confidentiality\nMust be Bilingual in both Spanish and English, spoken and written\nBenefits:\nMedical Insurance\nDental\nVision\nLife insurance\nAccidental death and dismemberment\nShort-term and long term Disability Insurance\nParental Leave\nEmployee Assistance Program (EAP)\nTraditional and Roth 401(k) with company match\nFlexible Spending Account (FSA)\nEmployee Stock Purchase Plan at 5% discount\nCritical Illness Insurance\nAccident Insurance\nTransportation and Commuting Benefits\nBanking Benefits\nPet Insurance\nCompensation:\nThe estimated hourly range for this role is $ 20.20 -$26.44 -, 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.\nFrom 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.","description_format":"text","description_chars":5199,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"associate","optional":false},"security_clearance":false,"languages":[{"language":"Spanish","level":"All levels","optional":false},{"language":"English","level":"All levels","optional":false}]},"benefits":["401k plan","Health insurance","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-11-11T01:41:24Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 26 · green card filings: 11","filings_12m":26,"filings_prev_12m":23,"green_card_filings_12m":11,"median_offered_wage_usd":141014,"route":null,"cap_exempt":false,"checked_at":"2026-11-10T11:34:35+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":32,"reasons":["conf:1","win:early","comp:brand"],"computed_at":"2026-11-11T02:46:10Z"},"pay":{"stated_usd_annual":52000,"is_top_pay":false},"html_url":"https://alion.io/job/wintrust-financial-trust-associate-i-3","json_url":"https://alion.io/job/wintrust-financial-trust-associate-i-3.json","meta":{"generated_at":"2026-11-11T02:46:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1249,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":6066},"rest":"https://alion.io/mcp/rest/get_company?id=6066"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwintrust-financial-trust-associate-i-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwintrust-financial-trust-associate-i-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwintrust-financial-trust-associate-i-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wintrust-financial-trust-associate-i-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwintrust-financial-trust-associate-i-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4050945}},{"tool":"search_jobs","arguments":{"company":"wintrust.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4050945},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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