Wealth Management Support Specialist

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

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

401(k) with company match

Tuition reimbursement

Parental Leave

Employee Assistance Program

Stock Purchase Plan

Job summary

Wintrust Wealth Management in Barrington, IL, is seeking a Financial Assistant to support our Financial Advisor Team with administrative and client service duties. You will help open and maintain client accounts, manage paperwork, and prepare client reviews.

Responsibilities include maintaining CRM notes, ensuring compliance, and acting as the Office Manager to keep the office running smoothly. A strong customer-service mindset and relevant tech skills are essential.

Qualifications

• 3+ years of experience in the financial industry or customer service.
• Proficient with MS Word, Excel, and Outlook; Salesforce and Workday desirable.
• Strong client service and relationship management skills.

Responsibilities

• Provide administrative, sales support, and client service to financial advisors.
• Open and maintain client accounts; manage paperwork.
• Prepare client reviews and updates in CRM; schedule meetings.
• Ensure compliance and maintain files; act as Office Manager.
• Assist in onboarding and deepen inter-company relationships.

Skills

Microsoft Word

Excel

Outlook

Salesforce

Workday

Tools

Salesforce

Workday

Job description

Wintrust Wealth Management in Barrington, IL, is seeking a Financial Assistant to support our Financial Advisor Team with administrative and client service duties. You will help open and maintain client accounts, manage paperwork, and prepare client reviews.

Responsibilities include maintaining CRM notes, ensuring compliance, and acting as the Office Manager to keep the office running smoothly. A strong customer-service mindset and relevant tech skills are essential.