Wealth Management Administrative & Onboarding Specialist
Listed on 2026-11-04
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Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant, Business Administration
Wintrust Wealth Management seeks a Finance Assistant to support the Advisor Team in Lake Forest, IL. You’ll provide administrative, sales, and client service support, help onboard clients, manage accounts and paperwork, and prepare performance reports.
Responsibilities include scheduling client reviews, maintaining CRM notes, ensuring compliance, acting as Office Manager, and coordinating referrals. Strong customer service, relationship skills, and FINRA/insurance licenses preferred but not
This is a genuine role to take on the Wealth Management Administrative & Onboarding Specialist role at Wintrust Financial Corporation.
Consider building your career as a Wealth Management Administrative & Onboarding Specialist at Wintrust Financial Corporation.
The Wealth Management Administrative & Onboarding Specialist position in the Finance, Management & Operations field is open for applications.
We have an opening for a Wealth Management Administrative & Onboarding Specialist in Lake Forest, IL, United States within Finance, Management & Operations.
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