Financial Assistant

Wintrust Investments•Winnetka, IL

20d•$20 - $24

About The Position

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few Promote from within culture Why join this team? We employ approximately 300 associates and are responsible for more than $25+ billion of client assets Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement We hold ourselves to the highest standard of service and integrity in the industry We have a strong reputation for quality service and impeccable ethics What you will do As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor located in our Lake Forest, Illinois, location. Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities. Schedule and manage client reviews. Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles. Enter and maintain CRM notes as directed. Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Act as the team's Office Manager. Order supplies, keep marketing materials up to date, and keep the office running smoothly. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system. Cultivate a service environment targeted towards enhancing the client experience Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.

Requirements

3+ years of relevant experience in the financial industry and customer service experience strongly preferred
Working knowledge of Microsoft Word, Excel, and Outlook; knowledge of Salesforce and Workday desirable
Relationship management skills
A thorough understanding of a client service environment

Nice To Haves

FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start

Responsibilities

Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients
Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.
Schedule and manage client reviews.
Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.
Enter and maintain CRM notes as directed.
Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files.
Act as the team's Office Manager. Order supplies, keep marketing materials up to date, and keep the office running smoothly.
Work to deepen and enhance inter-company relationships.
Manage banker referral flow activity for team in Salesforce system.
Cultivate a service environment targeted towards enhancing the client experience
Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.