Financial Assistant

Wintrust Financial Corporation; Barrington (IL); Hybrid; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with company match

Tuition reimbursement

Job summary

Wintrust Wealth Management in Barrington, IL is seeking a dedicated Financial Assistant to support our Advisor Team with administrative and client-service duties. You will help open accounts, prepare reports, and maintain accurate client records.

In this role you will coordinate client reviews, schedule meetings, update client profiles in CRM, and assist with compliance processes. Proficiency in Microsoft Word, Excel, Outlook, and CRM systems is required; Salesforce and Workday are a plus.

Qualifications

• 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
• FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start
• Relationship management skills
• A thorough understanding of a client service environment

Responsibilities

• Open and maintain client accounts and manage onboarding paperwork
• Track and record client correspondence; generate performance and activity reports
• Schedule and manage client reviews; prep for meetings and update client profiles in CRM
• Enter and maintain CRM notes as directed; ensure compliance with processes
• Act as the team’s Office Manager; order supplies and keep the office running smoothly
• Manage banker referral flow activity for team in Salesforce
• Cultivate a service environment focused on enhancing the client experience
• Handle various client communications and mailings (monthly newsletters, birthday cards, etc.)

Skills

Customer service

CRM handling

Microsoft Office

Salesforce

Workday

Relationship management

Tools

Salesforce

Workday

Microsoft Word

Excel

Outlook

Job description

## Financial AssistantApply: Barrington, IL: Full time: Posted Today: 261846Wintrust 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 12 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 Assistant, you will support our Financial Advisor Team located in our Barrington, IL office.* 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. **Qualifications:** * 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.* FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start* Relationship management skills* A thorough understanding of a client service environment **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 $20.20 - $24.04, 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.* 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.