Financial Assistant

Why join us?

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)

Competitive pay and discretionary or incentive bonus eligible

Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few

Promote from within culture

Why join this team?

We employ approximately 300 associates and are responsible for more than $25+ billion of client assets

Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement

We hold ourselves to the highest standard of service and integrity in the industry

We have a strong reputation for quality service and impeccable ethics

What You Will Do

As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor.

• 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
• 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