Financial Assistant (Wealth Management)

Location: Lake Forest, Illinois, United States; onsite in the Lake Forest office

Salary: $20.20–$24.04 per hour, plus eligibility for an annual bonus

Company

Wintrust Wealth Management provides investment, trust, and asset management services to high-net-worth individuals, business owners, institutions, and other private clients.

What you will do

• Support financial advisors with administrative, sales, customer service, and operational activities.
• Open and maintain client accounts, manage documentation, track correspondence, and prepare performance and activity reports.
• Schedule client reviews, prepare presentations, update client profiles, and maintain CRM notes.
• Maintain compliance files and ensure processes and procedures are followed.
• Manage office operations, supplies, marketing materials, client mailings, and communications.
• Manage banker referral activity in Salesforce and help strengthen inter-company relationships.

Requirements

• 3+ years of relevant financial industry experience and customer service experience are strongly preferred.
• Working knowledge of Microsoft Word, Excel, and Outlook.
• Relationship management skills and a thorough understanding of a client service environment.
• FINRA Series 7 and 66 licenses and an Illinois Insurance License are preferred but not required to start.
• Knowledge of Salesforce and Workday is desirable.
• Ability to work from the Lake Forest, Illinois office.

Culture & Benefits

• Medical, dental, vision, life, disability, critical illness, accident, pet, and supplemental insurance options.
• Traditional and Roth 401(k) plans with company match.
• Parental leave, employee assistance program, flexible spending account, and tuition reimbursement.
• Employee stock purchase plan, transportation and commuting benefits, and banking benefits.
• Opportunities for internal growth and advancement in a service- and integrity-focused workplace.