Seasonal Associate (Michigan)

Wintrust•Holland, MI

2d•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 is growing with a fast-paced, collaborative, team-centric, positive culture, holding themselves accountable to high standards, sharing wins, operating ethically, and having fun. There is also an opportunity for training and professional development.

Requirements

Superior verbal and written communication skills
Working knowledge of Microsoft Office suite (Excel, Word, Outlook, etc.)
Ability to multitask, follow instructions and have keen attention to detail
Excellent teamwork skills
Adheres to the highest ethical standards
Exceptional client service skills
Protects confidentiality

Responsibilities

Perform daily tasks to assist Financial Advisor team
Complete special assignment tasks to streamline processes and increase efficiencies
Maintain and update various databases, as requested
Adhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures, under the strictest confidentiality
Create and maintain proper electronic documentation, ensure account paper files are in good order
Work to transition older client records to electronic filing
Perform other duties and responsibilities, as requested