Seasonal Associate

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.

Why join us

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Family-friendly work hours

• Promote from within culture

Why join this team

• We are a growing team with a fast-paced collaborative team-centric positive culture

• We hold ourselves accountable to high standards share wins operate ethically and have fun

• Opportunity for advancement and training

What Youll Do

• General filing

• Utilize Docupace to preserve documents

• Maintain databases

• Adheres to all internal and external regulatory requirements standards guidelines policies and procedures under the strictest confidentiality

• Create and maintain proper electronic documentation ensure account paper files are in good order

• Work to transition older client records to electronic filing

• Other administrative tasks as requested

Qualifications

• Superior verbal and written communication skills

• Working knowledge of Microsoft Office suite (Excel Word Outlook etc

• Ability to multitask follow instructions and have keen attention to detail

• Excellent teamwork skills

• Adheres to the highest ethical standards

• Exceptional client service skills

• Protects confidentiality

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 hourly rate for this role is $18.00 along with eligibility to earn an annual bonus. Actual pay rate 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.