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, Wintrust Private Trust., 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 $66 billion in assets.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Family-friendly work hoursPromote from within cultureWhy join this team? We are a growing team with a fast-paced, collaborative, team-centric, positive cultureWe hold ourselves accountable to high standards, share wins, operate ethically, and have funOpportunity for training and professional developmentWhat You'll DoPerform daily tasks to assist Financial Advisor teamComplete special assignment tasks to streamline processes and increase efficienciesMaintain and update various databases, as requestedAdhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures, under the strictest confidentialityCreate and maintain proper electronic documentation, ensure account paper files are in good orderWork to transition older client records to electronic filingPerform other duties and responsibilities, as requestedQualificationsSuperior verbal and written communication skillsWorking knowledge of Microsoft Office suite (Excel, Word, Outlook, etc.)Ability to multitask, follow instructions and have keen attention to detailExcellent teamwork skillsAdheres to the highest ethical standardsExceptional client service skillsProtects confidentialityBenefitsMedical 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 InsuranceCompensationThe estimated hourly rate for this role is $19.00. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills, and experience.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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.