Financial Assistant

Wintrust Wealth Management

Libertyville, Illinois, US
Base: $20.20 - $24.04; bonus/equity: annual bonus ...
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3+ years of financial industry experience
Working knowledge of microsoft office
Customer service experience
** Wintrust Wealth Management is seeking a Financial Assistant to support their Financial Advisor Team in Libertyville, Illinois. The role involves administrative and client service support, requiring relevant experience in the financial industry. **

Job Summary

  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals and institutions.
  • As a Financial Associate, you will support the Financial Advisor Team with administrative and client service tasks.
  • The company promotes from within and values opportunities for growth and advancement.

Matching Summary

Match Score: 75

** Wintrust Wealth Management is seeking a Financial Assistant to support their Financial Advisor Team in Libertyville, Illinois. The role involves administrative and client service support, requiring relevant experience in the financial industry. **

Salary

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

Skills & Requirements

Must-have

  • 3+ years of financial industry experience
  • working knowledge of Microsoft Office
  • customer service experience

Nice-to-have

  • knowledge of Salesforce and Workday
  • relationship management skills
  • service-oriented environment

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