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, The Chicago Trust Company N.A., 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 $50 billion in assets.

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 discretionary or incentive 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\xe2\x80\x8b

Why join this team?

• We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
• Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
• We hold ourselves to the highest standard of service and integrity in the industry
• We have a strong reputation for quality service and impeccable ethics

What You Will Do:

• As a Wintrust Wealth Management Financial Associate, you will join one of our elite Chairman\xe2\x80\x99s Club teams, supporting two Financial Advisors and working alongside one of our top Senior Financial Associates. The location is in our Frankfort, IL bank branch.
• Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients
• Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.
• Schedule and manage client reviews. Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles. Enter and maintain CRM notes as directed.
• Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files.
• Act as the team\xe2\x80\x99s Office Manager. Order supplies, keep marketing materials up to date, keep the office running smoothly.
• Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system.
• Cultivate a service environment targeted towards enhancing the client experience
• Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc

Qualifications

• 3+ years of relevant experience in the financial industry and customer service experience strongly preferred
• Working knowledge of Microsoft Word, Excel, and Outlook; knowledge of First Clearing system and Salesforce desirable
• FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start
• Relationship management skills
• A thorough understanding of a client service environment

Medical Insurance \xe2\x80\xa2 Dental \xe2\x80\xa2 Vision \xe2\x80\xa2 Life insurance \xe2\x80\xa2 Accidental death and dismemberment \xe2\x80\xa2 Short-term and long term Disability Insurance \xe2\x80\xa2 Parental Leave \xe2\x80\xa2 Employee Assistance Program (EAP) \xe2\x80\xa2 Traditional and Roth 401(k) with company match \xe2\x80\xa2 Flexible Spending Account (FSA) \xe2\x80\xa2 Employee Stock Purchase Plan at 5% discount \xe2\x80\xa2 Critical Illness Insurance \xe2\x80\xa2 Accident Insurance \xe2\x80\xa2 Transportation and Commuting Benefits \xe2\x80\xa2 Banking Benefits \xe2\x80\xa2 Pet Insurance

#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 be Chicago\xe2\x80\x99s Bank\xc2\xae and Wisconsin\'s Bank\xc2\xae, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Wintrust Financial