Seasonal Associate

Wintrust Financial Corporation; Chicago (IL); On-site; USD 24,796 - 27,552; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Short-term Disability Insurance

Long-term Disability Insurance

Parental Leave

401(k) with company match

FSA

Job summary

Wintrust Wealth Management is seeking a detail-oriented support professional to assist the Financial Advisor team. You will perform daily tasks, maintain databases, and help transition client records to electronic filing while ensuring confidentiality and regulatory compliance.

This role offers an award-winning culture, a collaborative environment, and opportunities for growth within a respected financial services firm serving diverse communities.

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.

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.

Skills

Verbal communication

Written communication

Microsoft Office

Multitasking

Attention to detail

Teamwork

Ethical standards

Client service

Confidentiality

Tools

Microsoft Office

Job description

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, The Chicago Trust Company N.A., 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 $50 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). Family-friendly work hours. Promote from within culture. Opportunity for training and professional development.

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.

What You'll Do

• 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

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

Compensation: The estimated hourly rate for this role is $19.00. 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.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here.