Financial Assistant

Wintrust Florida

Libertyville, Illinois, US
Base: $20.20 - $24.04 ph; bonus/equity: eligible f...
3+ years financial industry experience
Customer service experience
Microsoft word excel outlook proficiency
Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions.
  • The role involves facilitating new client onboarding, managing account paperwork, and preparing presentations for Financial Advisor meetings.
  • Employees enjoy an award-winning culture with competitive pay, discretionary bonuses, and a generous 401k company match.

Matching Summary

Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive investment and trust solutions.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Salesforce knowledge
  • Workday knowledge
  • FINRA Series 7 license
  • FINRA Series 66 license
  • Illinois Insurance License
  • Strong relationship management skills

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