Seasonal Associate

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Competitive pay and discretionary or incentive bonus eligible

• Family-friendly work hours

• Promote from within culture

Why join this team?

• We are a growing team with a fast-paced, collaborative, team-centric, positive culture

• We employ approximately 300 associates and are responsible for more than $25+ billion of client assets

• Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement

• We hold ourselves accountable to high standards, share wins and operate ethically

What you will do...

• Review all client data, discover gaps, and resolve missing data to prepare CH14 for the transition to LPL.

• Assist in daily support activities, i.e., answering phone calls when reps are away from their desks, binding presentations, FedEx, checking delivery, etc.

• Participate in team meetings, investment discussions with wholesalers, and client reviews.

Qualifications

• Bachelor's degree preferred

• Excellent Microsoft Office suite skills

• Skill in word processing and spreadsheets

• Ability to clearly articulate issues, problems, solutions, concerns, and other information in verbal and written communications

• Attention to detail and accuracy

• Ability to multitask, follow instructions, and have a keen attention to detail

• Knowledge of banking functions

• Excellent teamwork skills

• Adheres to the highest ethical standards

• Protects confidentiality

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.