Wealth Management Admin: Support Advisors & Operations

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 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.