Base: $18.00 ph; bonus: eligible for annual bonus;...
Onsite
Working knowledge of microsoft office suite
Ability to multitask and follow instructions
Keen attention to detail
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive financial solutions
Job Summary
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive financial solutions.
The role involves general filing, maintaining databases, and transitioning older client records to electronic documentation while adhering to strict confidentiality.
Employees enjoy an award-winning culture rated a Top Workplace by the Chicago Tribune with family-friendly hours and opportunities for advancement.
Matching Summary
Wintrust Wealth Management serves private clients including high net worth individuals and institutions with comprehensive financial solutions.
Salary
Base: $18.00 per hour; Bonus: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match, FSA, Stock Purchase Plan
Skills & Requirements
Must-have
Working knowledge of Microsoft Office suite
Ability to multitask and follow instructions
Keen attention to detail
Adherence to confidentiality standards
Nice-to-have
Superior verbal and written communication skills
Exceptional client service skills
Team-centric collaborative culture fit
Experience with Docupace or electronic filing
Key Requirements
Working knowledge of Microsoft Office suite (Excel, Word, Outlook)
Ability to adhere to internal and external regulatory requirements