Wealth Management Administrative & Client Services

Wintrust Wealth Management in Barrington, IL is seeking a dedicated Financial Assistant to support our Advisor Team with administrative and client-service duties. You will help open accounts, prepare reports, and maintain accurate client records.

In this role you will coordinate client reviews, schedule meetings, update client profiles in CRM, and assist with compliance processes. Proficiency in Microsoft Word, Excel, Outlook, and CRM systems is required;
Salesforce and Workday are a plus.

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This posting is for the Wealth Management Administrative & Client Services role at Wintrust Financial Corporation, based in Barrington, IL, United States.

We are looking to fill the Wealth Management Administrative & Client Services position at Wintrust Financial Corporation in Barrington, IL, United States.