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Financial Services Finance Assistant Accounting & Finance Financial Advisor

Wealth Management Financial Associate: Client Onboarding & Support

Job in Winnetka, Cook County, Illinois, 60093, USA
Listing for: Wintrust Financial Corporation
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Financial Services, Finance Assistant, Accounting & Finance, Financial Advisor
Job Description & How to Apply Below
A financial services company in Winnetka is seeking a Financial Assistant to support its Financial Advisors. The role involves providing administrative support, managing client onboarding, and maintaining compliance. Candidates should have over 3 years of experience in the financial sector and strong client service skills. Knowledge of Microsoft Office and Salesforce is preferred. This position offers competitive compensation and a comprehensive benefits package, all within a culture that promotes from within.
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Position Requirements
10+ Years work experience
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