Financial Assistant
Wintrust Financial Corporation(22 hours ago)
About this role
The role of a Wealth Management Financial Associate at Wintrust involves providing administrative, sales, and customer support to financial advisors and clients. The position supports client onboarding, account management, and office operations, ensuring compliance and delivering a high-quality client experience.
Required Skills
- Microsoft Word
- Excel
- Outlook
- Salesforce
- Customer Service
- Relationship Management
- Client Onboarding
- Account Management
- Financial Support
- CRM
Qualifications
- FINRA Series 7 Broker/Dealer License
About Wintrust Financial Corporation
wintrust.comWintrust is a financial services company that provides exceptional customer service, while giving back to the things that matter most to our area.
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