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, The Chicago Trust Company N.A., 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 $50 billion in assets.VP and Trust Officer - Milwaukee, WisconsinWhy join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewFamily-friendly work hoursPromote from within cultureWhy join this team? We are a growing team with a fast-paced, collaborative, team-centric, positive cultureWe employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves accountable to high standards, share wins, and operate ethicallyWhat you will doResponsible for the complete administration of personal trust accounts including estates, trusts, guardianships, agencies, and escrow up to and including moderately complex situations.Administers assigned accounts; studies and analyzes the trust instrument; determines and adheres to the responsibilities, duties, and terms of the governing trust document; monitors account activity ensuring compliance with established policies, procedures, rules, and regulations.Contacts, corresponds, advises, and resolves more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals in the course of an administration of accounts.Obtains appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments following bank policies.Represents the bank in court appearances, in business-related activities including professional organizations, conferences, and seminars, and in other similar situations.Represent the company as a trustee with irrevocable and revocable trusts by reviewing documents, accepting a fiduciary role, and collecting cost and tax information through the investment process and final distribution. Preparations of annual tax returns are coordinated as are investment reviews and meetings with clients. Working with beneficiaries in the review and coordination of distribution requests, which will include budgeting and monitoring expenses.Open and coordinate investment roles with investment management accounts for personal and individual retirement account assets. Collect assets with cost basis and acquisition dates and review with client special investment requirements and investment objectives. Open, and collect assets, and tax information for custody accounts. Review advantages of managed accounts and attempt to upgrade fee level. Transfer cash and assets as requested.Develop opportunities to expand the Milwaukee office. As well as develop and maintain relationships with area lawyers, accountants, and centers of influence for business referrals. Generate new revenue within the market, for TCTC and retain existing client base. Monitor files for compliance with TCTC policies and procedures. Initiate and monitor asset transfers. Review fees as to appropriateness. Maintain internal reviews of all accounts. QualificationsBachelor’s degree.Minimum of 5 years of estate and trust administration experience.Exceptional verbal and written communication skills.Highly proficient in Microsoft Office Suite (Word, Outlook, Excel, etc.).Ability to effectively communicate and relate to professionals, clients, and partners with vastly different educational backgrounds, interests, and beliefsFrom 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.

Accountant

Kforce Inc, Milwaukee

RESPONSIBILITIES:Kforce has a client in the Downtown Milwaukee, WI area that is looking for an Accountant. This role will perform all accounting activities related to maintaining complete and accurate general ledger accounts and posts necessary journal entries for various company entities.Duties include: Coding and entering AP invoices Accrual entries, and account reconciliations Monitor cash and short-term investment balances for multiple entities Prepare cash flow projections and capital call requests for managementREQUIREMENTS: Bachelor's degree in Accounting Finance or related field 3+ years of experience Role requires a high level of polish, professionalism and discretion Strong organizational skills and strong attention to detail Working conditions: Hybrid The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future. We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law. This job is not eligible for bonuses, incentives or commissions. Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.