Financial Assistant

Wintrust Wealth Management

Holland, MI, United States
Hourly: $20.20 - $24.04; bonus/equity: annual bonu...
Client investment solutions support
New client onboarding process
Financial advisor support
As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor by facilitating new client onboarding, managing account paperwork, and generating reports

Job Summary

  • As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor by facilitating new client onboarding, managing account paperwork, and generating reports.
  • This role involves preparing for client review meetings, maintaining CRM notes, ensuring compliance, and acting as the team’s Office Manager.
  • Wintrust offers a competitive pay structure, eligibility for an annual bonus, and a comprehensive benefits package including medical, dental, vision, and a 401k plan with a generous company match.

Matching Summary

As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor by facilitating new client onboarding, managing account paperwork, and generating reports.

Salary

Hourly: $20.20 - $24.04; Bonus/Equity: Annual bonus eligible; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client investment solutions support
  • New client onboarding process
  • Financial Advisor support
  • CRM notes maintenance
  • Compliance procedures adherence
  • Office management duties

Nice-to-have

  • Award-winning culture
  • Promote from within culture
  • Service environment enhancement
  • Inter-company relationships

Key Requirements

  • 3+ years relevant experience
  • Financial industry experience
  • Customer service experience
  • Microsoft Word, Excel, Outlook
  • Salesforce and Workday knowledge desirable
  • FINRA Series 7 and 66 licenses preferred
  • Illinois Insurance License preferred
  • Relationship management skills

Work Rights

Not specified

Tailored Resume

Cover Letter