Wealth Management Administrative & Client Services
Wintrust Financial Corporation
Wintrust Wealth Management in Barrington, IL is seeking a dedicated Financial Assistant to support our Advisor Team with administrative and client-service duties. You will help open accounts, prepare reports, and maintain accurate client records. In this role you will coordinate client reviews, schedule meetings, update client profiles in CRM, and assist with compliance processes. Proficiency in Microsoft Word, Excel, Outlook, and CRM systems is required; Salesforce and Workday are a plus. #J-18808-Ljbffr Wintrust Financial Corporation
Vacancy posted 1 day ago
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