Financial Assistant

Wintrust • Libertyville, IL

1d • Onsite

About The Position

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since its founding in 1931, the company has been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through its four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, Wintrust Wealth Management offers 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. The team employs approximately 300 associates and is responsible for more than $25+ billion of client assets, with a strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement. They hold themselves to the highest standard of service and integrity in the industry and have a strong reputation for quality service and impeccable ethics. As a Wintrust Wealth Management Financial Associate, you will support the Financial Advisor Team located in Libertyville, Illinois.

Requirements

• A thorough understanding of a client service environment
• Relationship management skills
• Working knowledge of Microsoft Word, Excel, and Outlook

Nice To Haves

• 3+ years of relevant experience in the financial industry and customer service experience strongly preferred
• Knowledge of Salesforce and Workday desirable
• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees