Financial Assistant

Wintrust

Base: $20.20 - $24.04 hourly; bonus/equity: eligib...
Not specified
3+ years financial industry experience
Customer service experience
Microsoft word excel outlook proficiency
Wintrust is seeking a Financial Assistant to support Financial Advisors in delivering investment solutions while ensuring excellent client service. The position emphasizes administrative support, relationship management, and compliance within a well-regarded financial institution that values employee growth and integrity

Job Summary

  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive wealth management solutions.
  • The role involves supporting Financial Advisors by facilitating client onboarding, managing accounts, and preparing for review meetings.
  • Employees enjoy a competitive benefits package including medical, dental, vision, life insurance, and a 401k plan with a generous company match.

Matching Summary

Match Score: 85

Wintrust is seeking a Financial Assistant to support Financial Advisors in delivering investment solutions while ensuring excellent client service. The position emphasizes administrative support, relationship management, and compliance within a well-regarded financial institution that values employee growth and integrity.

Salary

Base: $20.20 - $24.04 hourly; Bonus/Equity: Eligible for annual discretionary or incentive bonus; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 3+ years financial industry experience
  • Customer service experience
  • Microsoft Word Excel Outlook proficiency

Nice-to-have

  • Salesforce and Workday knowledge
  • FINRA Series 7 and 66 licenses
  • Illinois Insurance License
  • Strong relationship management skills

Key Requirements

  • 3+ years relevant financial industry experience
  • Working knowledge of Microsoft Office suite
  • Preferred FINRA Series 7 and 66 licenses
  • Preferred Illinois Insurance License

Work Rights

Not specified

Tailored Resume

Cover Letter