Financial Assistant

Wintrust Wealth Management

Winnetka, IL, United States
Base: $20.20 - $24.04 ph; bonus: eligible for annu...
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3+ years financial industry experience
Customer service experience in finance
Microsoft word excel outlook proficiency
** Wintrust Wealth Management is seeking a Financial Assistant to support Financial Advisors by facilitating client onboarding, managing administrative tasks, and enhancing client relationships. The role requires a minimum of three years of relevant financial industry experience and offers a competitive benefits package in a highly regarded workplace. **

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions.
  • The role involves supporting a Financial Advisor by managing client onboarding, account maintenance, and preparing for review meetings.
  • Employees enjoy an award-winning culture with competitive pay, generous 401k matching, and opportunities for growth.

Matching Summary

Match Score: 75

** Wintrust Wealth Management is seeking a Financial Assistant to support Financial Advisors by facilitating client onboarding, managing administrative tasks, and enhancing client relationships. The role requires a minimum of three years of relevant financial industry experience and offers a competitive benefits package in a highly regarded workplace. **

Salary

Base: $20.20 - $24.04 per hour; Bonus: Eligible for annual discretionary or incentive bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 3+ years financial industry experience
  • Customer service experience in finance
  • Microsoft Word Excel Outlook proficiency

Nice-to-have

  • Salesforce and Workday knowledge
  • FINRA Series 7 and 66 licenses
  • Illinois Insurance License preferred
  • Strong relationship management skills
  • Promote from within culture

Key Requirements

  • 3+ years relevant financial industry experience
  • Working knowledge of Microsoft Office suite
  • Preferred FINRA Series 7 and 66 licenses
  • Preferred Illinois Insurance License

Work Rights

Not specified

Tailored Resume

Cover Letter