Wealth Management Administrative & Client Services

Wintrust Financial Corporation; Barrington (IL); Híbrido; USD 28.000 - 33.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with company match

Tuition reimbursement

Descripción de la vacante

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.

Formación

• 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

Responsabilidades

• 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.)

Conocimientos

Customer service

CRM handling

Microsoft Office

Salesforce

Workday

Relationship management

Herramientas

Salesforce

Workday

Microsoft Word

Excel

Outlook

Descripción del empleo

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.