Financial Assistant

Wintrust Wealth Management

Libertyville, Illinois, United States
Base: $20.20 - $24.04; bonus/equity: annual bonus ...
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3+ years financial industry experience
Working knowledge of microsoft office
Customer service experience
** Wintrust Wealth Management is seeking a Financial Assistant in Libertyville, Illinois, to support its Financial Advisor Team by providing administrative, sales, and customer service support. The ideal candidate should have over three years of relevant experience in the financial industry, along with strong relationship management skills and proficiency in Microsoft Office and Salesforce. **

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 provide comprehensive administrative support to the Financial Advisor Team.
  • The company promotes from within and values existing talent, offering opportunities for growth and advancement.

Matching Summary

Match Score: 75

** Wintrust Wealth Management is seeking a Financial Assistant in Libertyville, Illinois, to support its Financial Advisor Team by providing administrative, sales, and customer service support. The ideal candidate should have over three years of relevant experience in the financial industry, along with strong relationship management skills and proficiency in Microsoft Office and Salesforce. **

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Knowledge of Salesforce and Workday
  • Relationship management skills
  • Service environment focus

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