wintrust financialBarrington, IL
Client Service Administrator
Client Service Administrator
Client Service Administrator
wintrust financialBarrington, IL
4 days ago
Financial Clerks, All OtherSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveOffice Clerks, General
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)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.
Also on the board Same function, level within a rung
Level
Mid
Location
Barrington, IL
Occupation
Financial Clerks, All Other
Industry
Trust, Fiduciary, and Custody Activities
Posted
4 days ago