{"id":1497013,"url":"https://alion.io/job/wintrust-financial-financial-assistant-2","title":"Financial Assistant","company":{"id":6066,"name":"Wintrust Financial","domain":"wintrust.com","url":"https://alion.io/company/wintrust","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":24,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Barrington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":20,"max":24,"currency":"USD","period":"hour","gross":null,"usd_annual":48000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-29T00:00:00Z","employer_posted_date":"2026-09-29","last_verified_at":"2026-10-15T16:43:43Z","board_verified":true,"closed_at":null,"days_open":16,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":16},"description":"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.\nWhy join us?\nAn award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) \nCompetitive pay and discretionary or incentive bonus eligible\nComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few\nPromote from within culture\nWhy join this team?\nWe employ approximately 300 associates and are responsible for more than $25+ billion of client assets\nStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancement\nWe hold ourselves to the highest standard of service and integrity in the industry\nWe have a strong reputation for quality service and impeccable ethics\nWhat you will do:\nAs a Wintrust Wealth Management Financial Assistant, you will support our Financial Advisor Team located in our Barrington, IL office. \nHelp in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients\nFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.\nSchedule and manage client reviews. Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles. Enter and maintain CRM notes as directed.\nEnsure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. \nAct as the team’s Office Manager. Order supplies, keep marketing materials up to date, and keep the office running smoothly. \nWork to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system. \nCultivate a service environment targeted towards enhancing the client experience \nHandle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.\nQualifications:\n3+ years of relevant experience in the financial industry and customer service experience strongly preferred\nWorking knowledge of Microsoft Word, Excel, and Outlook; knowledge of Salesforce and Workday desirable.\nFINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start\nRelationship management skills\nA thorough understanding of a client service environment\nBenefits:\nMedical Insurance\nDental\nVision\nLife insurance\nAccidental death and dismemberment\nShort-term and long term Disability Insurance\nParental Leave\nEmployee Assistance Program (EAP)\nTraditional and Roth 401(k) with company match\nFlexible Spending Account (FSA)\nEmployee Stock Purchase Plan at 5% discount\nCritical Illness Insurance\nAccident Insurance\nTransportation and Commuting Benefits\nBanking Benefits\nPet Insurance\nCompensation:\nThe estimated hourly rate for this role is $20.20 - $24.04, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.\nFrom 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.","description_format":"text","description_chars":4632,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Health insurance","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-09-30T02:21:14Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 26 · green card filings: 11","filings_12m":26,"filings_prev_12m":23,"green_card_filings_12m":11,"median_offered_wage_usd":141014,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":54,"band":"ok","label":"Likely open","p_open":1,"p_active":0.597,"p_room":0.9,"age_days":16,"expected_fill_days":29,"reasons":["conf:14","stale_co","velocity","win:mid","comp:brand"],"computed_at":"2026-10-15T05:46:00Z"},"pay":{"stated_usd_annual":48000,"is_top_pay":false},"html_url":"https://alion.io/job/wintrust-financial-financial-assistant-2","json_url":"https://alion.io/job/wintrust-financial-financial-assistant-2.json","meta":{"generated_at":"2026-10-15T21:13:12Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":32268,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":6066},"rest":"https://alion.io/mcp/rest/get_company?id=6066"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwintrust-financial-financial-assistant-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwintrust-financial-financial-assistant-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwintrust-financial-financial-assistant-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wintrust-financial-financial-assistant-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwintrust-financial-financial-assistant-2"}]}