Wintrust Financial Corporation · 9 hours ago
Financial Assistant
Holland, MI
Full-time
Onsite
Mid Level
$20.20/hr - $24.04/hr
3+ years expWintrust Financial Corporation is a financial services company that has been serving clients since 1931, focusing on wealth management for private clients and institutions. The Financial Assistant will support Financial Advisors by providing administrative support, managing client onboarding, and ensuring compliance with processes and procedures.
Financial ServicesWealth Management
Responsibilities
As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor located in our Lake Forest, Illinois, location
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’s Office Manager. Order supplies, keep marketing materials up to date, and 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
Qualification
Required
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 Salesforce and Workday desirable
Relationship management skills
A thorough understanding of a client service environment
Preferred
FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start
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
Company
Wintrust Financial Corporation
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.
5001-10000 employees
H1B Sponsorship
Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Leadership Team
Timothy Crane
President and Chief Executive Officer
Recent News
2026-01-22
2026-01-21
Company data provided by crunchbase