The Associate II - Administration role assists with new employee onboarding process to ensure a positive experience for all new employees
Job Summary
The Associate II - Administration role assists with new employee onboarding process to ensure a positive experience for all new employees.
This role involves maintaining Salesforce CRM, coordinating logistics for client and prospect meetings, and overseeing office management for the Chicago office.
Wintrust Wealth Management offers an award-winning culture, competitive pay, comprehensive benefits, and opportunities for career growth.
Matching Summary
The Associate II - Administration role assists with new employee onboarding process to ensure a positive experience for all new employees.
Salary
Base: $50,000 - $70,000; Bonus/Equity: eligible for annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, 401(k) with company match, etc.
Skills & Requirements
Must-have
Employee onboarding process
Firm systems training
SharePoint site administration
Marketing material preparation
Salesforce CRM maintenance
Office supply inventory
Accounts payable processing
Expense report completion
Calendar management for executives
Nice-to-have
Award-winning culture
Entrepreneurial spirit
Opportunities for development
Upward mobility
Key Requirements
3-5 years of relevant experience
Bachelor's Degree required
High proficiency with Microsoft Office Suite
Experience with Salesforce or similar CRM preferred
Exceptional organizational skills
Self-motivated and effective team player
Exceptional verbal and written communication skills