Seasonal Associate

Wintrust•Chicago, 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 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 8 years) and Employee Recommended award by the Globe & Mail (past 6 years) Family-friendly work hours Promote from within culture Why join this team? We are a growing team with a fast-paced, collaborative, team-centric, positive culture We hold ourselves accountable to high standards, share wins, operate ethically, and have fun Opportunity for advancement and training What You'll Do General filing Utilize Docupace to preserve documents Maintain databases Adheres 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 Other administrative tasks, as requested Qualifications 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 Benefits: Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance Compensation: The estimated hourly rate for this role is $18.00 along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills, and experience. #LI-ONSITE From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

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

General filing
Utilize Docupace to preserve documents
Maintain databases
Adheres 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
Other administrative tasks, as requested