Financial Assistant at Wintrust

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 usAn 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 eligibleComprehensive benefits package including medical dental vision life a 401k plan with a generous company match and tuition reimbursement to name a fewPromote from within cultureWhy join this teamWe employ approximately 300 associates and are responsible for more than $25 billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves to the highest standard of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat you will doAs 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 clientsFacilitate 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 teams 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 experienceHandle various client communications and mailings including monthly newsletters birthday cards Christmas cards etc.Qualifications3 years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word Excel and Outlook; knowledge of Salesforce and Workday desirable.FINRA Series 7 and 66 licenses and Illinois Insurance License preferred but not required to startRelationship management skillsA thorough understanding of a client service environmentBenefitsMedical 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 InsuranceCompensationThe estimatedhourly ratefor this role is $20.20 - $24.04 along with eligibility to earn an annual bonus. Actualpayrate may vary based on several factors such as a candidates qualifications skills and experience.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. Key Skills Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 20 - 24