Job Summary

• The Senior Associate – Administration role supports the Intermediary Distribution team in all day-to-day client and sponsor needs, coordinating with other departments as needed to ensure a timely response and/or follow through.
• Manage the full process for completing Intermediary RFPs, RFIs, and DDQs, ensuring timely and accurate submissions, and implementing efficiencies where needed.
• Wintrust Wealth Management offers a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement.

Matching Summary

Salary

Base: $59,000 - $77,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, Short-term and long-term Disability Insurance, Parental Leave, Employee Assistance Program (EAP), Traditional and Roth 401(k) with company match, Flexible Spending Account (FSA), Employee Stock Purchase Plan at 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Key Requirements

• Minimum 3-5 years of experience in client service or relationship management in the asset management industry
• Bachelor’s degree in business, Finance, or related field
• Proficiency in Microsoft Office Suite (Excel, Word, and PowerPoint)
• Excellent written and verbal communication skills
• Exceptional attention to detail and organizational skills
• Strong time management skills

Work Rights