Wealth Management Administrative & Onboarding Specialist

Wintrust Financial Corporation

Lake Forest (IL)

Hybrid

USD 28,000 - 33,000

Full time

2 days ago

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Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Tuition reimbursement

Parental Leave

Job summary

Wintrust Wealth Management seeks a Finance Assistant to support the Advisor Team in Lake Forest, IL. You’ll provide administrative, sales, and client service support, help onboard clients, manage accounts and paperwork, and prepare performance reports.

Responsibilities include scheduling client reviews, maintaining CRM notes, ensuring compliance, acting as Office Manager, and coordinating referrals. Strong customer service, relationship skills, and FINRA/insurance licenses preferred but not

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

Support Financial Advisor Team with administrative, sales, and client service tasks.
Facilitate new client onboarding: open accounts, paperwork, track correspondence, generate reports.
Schedule and manage client reviews; prep for meetings.
Enter and maintain CRM notes; ensure compliance files.
Act as Office Manager; order supplies and keep the office running.
Deepen inter-company relationships; manage banker referrals in Salesforce.
Handle client communications and mailings.