Wintrust Financial Corporation · 1 day ago
Seasonal Associate
Wintrust Financial Corporation is a financial services company that has been serving clients' financial needs since 1931. The Seasonal Associate will assist with general filing, maintain databases, and ensure compliance with regulatory requirements while supporting the wealth management team.
Financial ServicesWealth Management
Responsibilities
General filing
Utilize Docupace to preserve documents
Maintain databases
Adheres to all internal and external regulatory requirements, standards, guidelines, policies, and procedures, under the strictest confidentiality
Create and maintain proper electronic documentation, ensure account paper files are in good order
Work to transition older client records to electronic filing
Other administrative tasks, as requested
Qualification
Required
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
Benefits
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
Company
Wintrust Financial Corporation
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.
H1B Sponsorship
Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Recent News
2026-01-03
The Magnificent Mile Association
2025-11-11
Company data provided by crunchbase