Financial Assistant

Wintrust Wealth Management

Libertyville, Illinois, US
Base: $20.20 - $24.04; bonus/equity: annual bonus ...
Not specified (assumed to be in-office based on location)
3+ years in financial industry
Working knowledge of microsoft office
Customer service experience
Wintrust Wealth Management is seeking a Financial Assistant to support its Financial Advisor Team in Libertyville, Illinois. The role involves providing administrative and operational support to enhance client services and ensure compliance with industry standards

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity.
  • As a Financial Assistant, you will support the Financial Advisor Team with administrative and client service tasks.
  • The company promotes from within and offers a comprehensive benefits package.

Matching Summary

Match Score: 75

Wintrust Wealth Management is seeking a Financial Assistant to support its Financial Advisor Team in Libertyville, Illinois. The role involves providing administrative and operational support to enhance client services and ensure compliance with industry standards.

Salary

Base: $20.20 - $24.04; Bonus/Equity: Annual bonus eligibility; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • 3+ years in financial industry
  • Working knowledge of Microsoft Office
  • Customer service experience

Nice-to-have

  • Salesforce knowledge
  • Strong relationship management skills
  • Service-oriented environment

Key Requirements

  • FINRA Series 7 and 66 licenses preferred
  • Illinois Insurance License preferred
  • Thorough understanding of client service environment

Work Rights

Not specified

Tailored Resume

Cover Letter