Wealth Management Administrative & Onboarding Specialist

Wintrust Financial

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 #J-18808-Ljbffr Wintrust Financial

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Vacancy posted 3 days ago

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