Financial Assistant

About the role

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.

What you will do

• As a Wintrust Wealth Management Financial Assistant, you will support our Financial Advisor Team located in our Lake Forest, IL office.
• Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients
• Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.
• Schedule and manage client reviews. Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles. Enter and maintain CRM notes as directed.
• Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files.
• Act as the team's Office Manager. Order supplies, keep marketing materials up to date, and keep the office running smoothly.
• Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system.
• Cultivate a service environment targeted towards enhancing the client experience
• Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.

Qualifications

• 3+ years of relevant experience in the financial industry and customer service experience strongly preferred
• Working knowledge of Microsoft Word, Excel, and Outlook; knowledge of Salesforce and Workday desirable.
• FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start
• Relationship management skills
• A thorough understanding of a client service environment

Benefits

Medical Insurance * Dental * Vision * Life insurance * Accidental death and dismemberment * Short-term and long term Disability Insurance * Parental Leave * Employee Assistance Program (EAP) * Traditional and Roth 401(k) with company match * Flexible Spending Account (FSA) * Employee Stock Purchase Plan at 5% discount * Critical Illness Insurance * Accident Insurance * Transportation and Commuting Benefits * Banking Benefits * Pet Insurance

Compensation

The estimated hourly rate for this role is $20.20 - $24.04, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills and experience.