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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 $62 billion in assets.

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• 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 accountable to high standards, share wins, operate ethically, and have fun
• Opportunity for advancement and training

What You'll Do

• Utilize Docupace to preserve documents
• Adhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures, under the strictest confidentiality
• Create and maintain proper electronic documentation, ensuring account paper files are in good order
• Work to transition older client records to electronic filing
• Other administrative tasks, as requested

Qualifications

• Superior verbal and written communication skills
• Working knowledge of Microsoft Office suite (Excel, Word, Outlook, etc.)
• Ability to multitask, follow instructions and have keen attention to detail
• Excellent teamwork skills
• Adheres to the highest ethical standards
• Exceptional client service skills
• Protects confidentiality

The estimated hourly rate for this role is $18.00 per hour. The actual 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 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.