Wealth Management Financial Assistant & Office Coordinator

Wintrust Financial Corporation; Chicago (IL); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life Insurance

401(k) with company match

Tuition Reimbursement

Parental Leave

Employee Assistance Program (EAP)

Job summary

Wintrust Wealth Management is seeking a Financial Assistant to support the Financial Advisor Team in our Chicago, IL office. You will handle client onboarding, account paperwork, and CRM notes while coordinating client communications and reviews.

The role involves preparing presentations, maintaining compliance files, and assisting with daily office operations to keep the team running smoothly.

Qualifications

• 3+ years of relevant experience in the financial industry and customer service preferred.
• Working knowledge of Microsoft Word, Excel, and Outlook; Salesforce and Workday desirable.
• FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start.
• Relationship management skills

Responsibilities

• Provide administrative support to the Financial Advisor Team in Chicago.
• Open and maintain client accounts and manage paperwork.
• Schedule client reviews and prepare presentations.
• Ensure compliance and maintain files; perform office management duties.

Skills

Customer service

Microsoft Word

Excel

Outlook

Salesforce

Workday

FINRA licenses

Relationship management

Tools

Salesforce

Workday

Job description

Wintrust Wealth Management is seeking a Financial Assistant to support the Financial Advisor Team in our Chicago, IL office. You will handle client onboarding, account paperwork, and CRM notes while coordinating client communications and reviews.

The role involves preparing presentations, maintaining compliance files, and assisting with daily office operations to keep the team running smoothly.