Wealth Management Financial Assistant: Client Onboarding & Office Support

Wintrust Financial Corporation; Chicago (IL); Vor Ort; USD 28.000 - 33.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental

Vision

Life insurance

401(k) plan with generous companymatch

Tuition reimbursement

Zusammenfassung

Wintrust Wealth Management is seeking a Financial Assistant in Chicago, IL to support our Financial Advisor Team with administrative, sales, and client service tasks. You will help onboard new clients, manage accounts and paperwork, and generate various client performance and activity reports.

You will also schedule client reviews, prepare materials for meetings, and maintain CRM notes while ensuring compliance and smooth office operations.

Qualifikationen

• 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 and understanding of a client service environment.

Aufgaben

• Support the Financial Advisor Team with administrative, sales, and client service tasks.
• Facilitate new client onboarding: open accounts, manage paperwork, record client correspondence, generate performance reports.
• Schedule and manage client reviews; prepare presentations and update client profiles for reviews.

Kenntnisse

Financial industry experience

Customer service

Relationship management

Tools

Salesforce

Workday

Microsoft Word

Excel

Outlook

Jobbeschreibung

Wintrust Wealth Management is seeking a Financial Assistant in Chicago, IL to support our Financial Advisor Team with administrative, sales, and client service tasks. You will help onboard new clients, manage accounts and paperwork, and generate various client performance and activity reports.

You will also schedule client reviews, prepare materials for meetings, and maintain CRM notes while ensuring compliance and smooth office operations.