Wealth Management Client Onboarding Specialist
Job in
Frankfort, Franklin County, Kentucky, 40601, USA
Listed on 2026-09-04
Listing for:
Wintrust Financial Corporation
Full Time
position Listed on 2026-09-04
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Wintrust Wealth Management seeks a Financial Assistant to support our Advisor Team in a Frankfort, IL office. You will provide comprehensive administrative, sales, and client service support to advisors and clients, helping open and maintain accounts, manage paperwork, and produce performance reports.
Responsibilities include preparing client reviews, updating client profiles, and maintaining CRM notes. You will help ensure compliance, act as Office Manager, and foster inter-company
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