Top 7 Finance assistant Jobs in Grandville Mi

Financial Assistant
Wintrust Financial Corporation —Holland, MI
- $20.20 - $24.04 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- AD&D insurance
- Employee stock purchase plan
Assistant Controller
Hood Container Corporation —Walker, MI
- Full-time
- 5 years
- Office
- Finance
- Paid training
Quick Apply
Assistant Controller
Trane Technologies —Grand Rapids, MI
- $97,406.66 - $135,834.99 a year
- Full-time
- Oracle
- CPA
- Pass drug screening
- Paid holidays
- Health insurance
Assistant Controller
The Rapid —Grand Rapids, MI
- $85,255.89 - $102,307.07 a year
- Full-time
- 7 years
- Microsoft Outlook
- ERP systems
- AD&D insurance
- Disability insurance
Quick Apply
Financial Management Assistant Director
Crowe —Grand Rapids, MI
- $99,500 - $209,900 a year
- Full-time
- 5 years
- Finance
- Analysis skills
Quick Apply
13d
Assistant Controller
Hayward Lumber —United States
- $95,000 - $120,000 a year
- Full-time
- Remote
- CPA
- ERP systems
- Office
- Paid holidays
- Health insurance
Quick Apply

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Patient Financial Counseling Assistant
The Ohio State University —Columbus, OH
Areas within the Revenue Cycle include pre-registration, registration, pre-certification, financial clearance and counseling, financial assistance, scheduling,…
Finance Assistant
Everlight Solar —Columbus, OH
Must own a Mac computer and be fluent with the Apple ecosystem of software (iOS, macOS, iWork, etc.). Must own a Mac computer and be fluent with the Apple…
$30,000 - $40,000 a year
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13d

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finance assistant jobs near grandville mi

Financial Assistant

Wintrust Financial Corporation -
Holland, MI

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Job Details

Full-time
$20.20 - $24.04 an hour

Benefits

AD&D insurance
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance
Pet insurance

Qualifications

Stakeholder relationship building

Full Job 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.

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
Promote from within culture

Why join this team?

We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
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

What you will do

As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor.
Help 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
Facilitate 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.
Schedule 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.
Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files.
Act as the team’s Office Manager. Order supplies, keep marketing materials up to date, and keep the office running smoothly.
Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system.
Cultivate a service environment targeted towards enhancing the client experience
Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.

Qualifications

3+ years of relevant experience in the financial industry and customer service experience strongly preferred
Working knowledge of Microsoft Word, Excel, and Outlook; knowledge of Salesforce and Workday desirable.
FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start
Relationship management skills
A thorough understanding of a client service environment

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

Compensation

The 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.

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.

Apply Now

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finance assistant jobs in grandville mi

Financial Assistant

Assistant Controller

Assistant Controller

Assistant Controller

Financial Management Assistant Director

Assistant Controller

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