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Wintrust Wealth Management is seeking a Financial Assistant to support financial advisors in providing comprehensive client service. The role involves administrative tasks, client onboarding, compliance management, and enhancing the overall client experience within a strong company culture known for its integrity and employee development.
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Job Summary
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive investment and trust solutions.
The role involves facilitating new client onboarding, managing account paperwork, scheduling reviews, and acting as the team's Office Manager.
Employees receive competitive pay, a generous 401k match, tuition reimbursement, and work in an award-winning culture rated a Top Workplace.
Matching Summary
Match Score: 75
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Wintrust Wealth Management is seeking a Financial Assistant to support financial advisors in providing comprehensive client service. The role involves administrative tasks, client onboarding, compliance management, and enhancing the overall client experience within a strong company culture known for its integrity and employee development.
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Salary
Base: $20.20 - $24.04 per hour; Bonus/Equity: Eligible for annual discretionary or incentive bonus; Benefits: Medical, dental, vision, life, 401k match, FSA, stock purchase plan