Internal Audit Senior Consultant - Trust Focused Position can work in person, remote, or in a hybrid environment in Chicago, Rockford, or Sterling. About 10% travel to client locations in the U.S. is required. Responsibilities Complete trust audit procedures as assigned for clients in the financial services industry Lead client engagements as the Engagement In"‘charge: ensure proactive communication with the client and engagement team, manage project timelines and deliverables, cultivate strong client relationships, and oversee all aspects of project execution Define, measure, and analyze client processes and procedures related to trust Evaluate whether processes and procedures are designed appropriately and operate effectively; identify areas of improvement Interview personnel at all levels within the client organization Communicate trust audit findings clearly and proactively with and to clients; report audit plan status and issues to Engagement In"‘charge or Job Manager as applicable Learn service offerings of the firm and recognize cross"‘selling opportunities as capacity allows Qualifications Bachelor's degree in finance, accounting, business, or related field OR equivalent years of experience adding to the base required years 5+ years of process"‘based trust audit or trust consulting experience at a professional services firm OR 6+ years of process"‘based trust experience at a financial services company Experience within the financial services industry is preferred Consulting experience is preferred Knowledge of compliance or professional standards associated with audit is preferred Ability to plan, prioritize, and organize projects under time deadlines Strong analytical skills with high attention to detail and accuracy Excellent written, verbal, and presentation communication skills Proficient in Microsoft Word, Excel, Outlook, and Copilot About 10% travel to client locations within the U.S. is required Equal Opportunity Statement Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at . Benefits 8 health plan options (both HMO & PPO plans) Dental and vision coverage Opportunity to enroll in HSA with potential firm contribution Employee Assistance Program Firm"‘sponsored basic life and short"‘ and long"‘term disability coverage 401(k) savings plan with profit share and firm matching contribution Well"‘being incentive program Education and certification assistance Flexible time off, family care leave, parental leave, family formation benefits Cell phone reimbursement Travel rewards Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long"‘term care, pet insurance, ID theft protection, supplemental life/AD&D #J-18808-Ljbffr
Job Title
Internal Audit Senior Consultant - Trust Focused