(wti) Support Team Specialist Ii

Libertyville Bank And Trust

Base: $50,000 - $65,000; bonus/equity: eligible fo...
Hybrid
Strong project management skills
Manage large amounts of incoming calls
Highly proficient in microsoft office suite
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions

Job Summary

  • Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.
  • The Support Team Specialist acts as a liaison to internal sales professionals, providing technical support and participating in onboarding activities.
  • Employees receive a comprehensive benefits package including medical, dental, vision, life insurance, and a 401(k) with company match.

Matching Summary

Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive wealth management solutions.

Salary

Base: $50,000 - $65,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match

Skills & Requirements

Must-have

  • Strong project management skills
  • Manage large amounts of incoming calls
  • Highly proficient in Microsoft Office Suite

Nice-to-have

  • Exceptional communication and organizational skills
  • Build sustainable relationships with sales professionals
  • Go the extra mile to follow up on inquiries

Key Requirements

  • Bachelor's degree in Business, Finance, or Economics preferred
  • FINRA Series 7 and Series 66 required
  • Previous experience in investment-related field preferred

Work Rights

Not specified

Tailored Resume

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