Associate Ii - Administration

Wintrust Wealth Management

Base: $50,000 - $70,000; bonus/equity: eligible fo...
Hybrid
Experience with salesforce or similar crm
High proficiency with microsoft office suite
Exceptional organizational skills
Wintrust Wealth Management is seeking an Associate II in Administration to assist with various administrative tasks, including onboarding, event coordination, and CRM management. The role demands strong organizational skills and proficiency in Microsoft Office, with a focus on supporting the marketing and sales teams

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients with high standards of service and integrity.
  • The Associate II - Administration role assists with new employee onboarding and manages various administrative tasks.
  • The company offers competitive pay, comprehensive benefits, and promotes a family-friendly work culture.

Matching Summary

Match Score: 85

Wintrust Wealth Management is seeking an Associate II in Administration to assist with various administrative tasks, including onboarding, event coordination, and CRM management. The role demands strong organizational skills and proficiency in Microsoft Office, with a focus on supporting the marketing and sales teams.

Salary

Base: $50,000 - $70,000; Bonus/Equity: Eligible for annual bonus; Benefits: Comprehensive benefit package including medical, dental, vision

Skills & Requirements

Must-have

  • Experience with Salesforce or similar CRM
  • High proficiency with Microsoft Office Suite
  • Exceptional organizational skills

Nice-to-have

  • Self-motivated employee
  • Effective team player
  • Strong attention to detail

Key Requirements

  • 3-5 years of relevant experience
  • Bachelor’s Degree required

Work Rights

Not specified

Tailored Resume

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