Financial Assistant / Senior Financial Assistant
Financial Assistant / Senior Financial Assistant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Wintrust Wealth Management serves the financial needs of private clients including high net worth individuals business owners and institutions. Since our founding in 1931 we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies Wintrust Investments LLC Wintrust Private Trust. Great Lakes Advisors LLC and The Chicago Deferred Exchange Company LLC we offer comprehensive wealth management solutions including investment trust and asset management services. Wintrust Wealth Management is a division of Wintrust a financial services company with more than $66 billion in assets.
Wintrust Investments LLC seeks a full-time Registered Senior Financial Associate professional to provide sales and administrative support to the STRAD team located in our Chicago loop office.
Why join us
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical dental vision life a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 175 community bank locations we offer opportunities to grow and develop in your career
Promote from within culture
Position Overview:
The Strategic Advice Team (STRAD) provides service to a segment of the Wintrust Wealth Management (WWM) client base in need of advisory services from a financial professional but may not be currently working with a WWM Financial Advisor or Sales are seeking an individual that is comfortable with engaging clients and prospects to identify investment solutions to meet the client needs and goals. In addition the hired individual must be comfortable with working in team-based call center environment.
What youll do:
Provide a full range of services including answering client inquiries for account and portfolio information and handling client requests acting as the point person for client-related issues.
Responsibilities include opening and maintenance of client accounts handling account paperwork client correspondence trade execution asset movement report generation cost basis evaluations and other account related activities.
Possess relationship management skills and cultivate a service environment targeted towards enhancing the client understanding of a client service environment is required.
Analyze/problem solving both independently and with the advisors/consultants.
Monitor/escalate service issues to ensure a high-quality response to clients.
Possess knowledge on a wide array of financial products and services.
Other duties as they arise.
Qualifications:
Bachelors degree preferred.
SIE required.
FINRA Series 7 and Series 66 preferred (if unlicensed required completion within 6 months of hire date.)
Working knowledge of Microsoft Word Excel Outlook;knowledge of LPL ClientWorks.
Customer service experience in financial industry strongly preferred.
Exceptional verbal and written communication skills.
Benefits:
Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance
Compensation:
The estimated salary range for this role is $36000 - $55000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates qualifications skills and experience.
#LI-ONSITE
From our first day in business Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation including community banking and financial services subsidiaries is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex age national origin disability veteran status genetic information and other legally protected categories.
Required Experience:
Senior IC
Employment Type
Full-Time
