Seasonal Associate

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.

Why join us?

• An 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)
• Family-friendly work hours
• Promote from within culture

Why join this team?

• We are a growing team with a fast-paced, collaborative, team-centric, positive culture
• We hold ourselves accountable to high standards, share wins, operate ethically, and have fun
• Opportunity for training and professional development

Responsibilities

• Perform daily tasks to assist Financial Advisor team
• Complete special assignment tasks to streamline processes and increase efficiencies
• Maintain and update various databases, as requested
• Adhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures, under the strictest confidentiality
• Create and maintain proper electronic documentation, ensure account paper files are in good order
• Work to transition older client records to electronic filing
• Perform other duties and responsibilities, as requested

Qualifications

• Superior verbal and written communication skills
• Working knowledge of Microsoft Office suite (Excel, Word, Outlook, etc.)
• Ability to multitask, follow instructions and have keen attention to detail
• Excellent teamwork skills
• Adheres to the highest ethical standards
• Exceptional client service skills
• Protects confidentiality

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

Pay

The estimated hourly rate for this role is $19.00. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.