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


• Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few


• 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 hold ourselves to the highest standard of service and integrity in the industry


• We have a strong reputation for quality service and impeccable ethics


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

What you will do:

• Provide administrative functions for expense reporting, travel, calendar management, and general executive-level administrative duties.


• Firm-wide Administration: Assist Managing Director of Firm Administration with all firm-wide activities:


• Office management


• Event coordination, both internal and external (conferences)


• Accounts payable


• Vendor management


• Salesforce Administration in conjunction with Sales, Client Service, and Marketing teams


• Support to execute on firm-wide projects and critical initiatives.

Qualifications

• BA or BS degree required


• Demonstrates leadership qualities, is self-directed, highly motivated, and a team player


• Attention to detail and strong organizations,  planning, and problem-solving skills


• Excellent personal skills


• Experience in Salesforce and Microsoft Office applications


• Team player with excellent time management skills who can multi-task and prioritize work tasks


• Attention to detail and strong organizational, planning, and problem-solving skills


• Knowledge of financial markets and economic principles


• Excellent verbal and written communication skills

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

#LI-Hybrid

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.