As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary 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 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit 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
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
The Executive Assistant at First Insurance Funding will be responsible for management of calendars, scheduling of meetings, and coordination of travel for executives. Additional responsibilities include assisting in meeting preparation and event coordination. Ideal candidates will be highly organized, detail-oriented, self-motivated, and enthusiastic individuals who embrace this critical support role and thrive in a client intensive environment.
What You'll Do
- Managing the daily schedule and travel of CEO, President, and COO.
- Scheduling and organizing travel itineraries and travel arrangements (airline, hotel, car services). Assisting with expense reports.
- Assist in setting up/coordinating meetings. Working with vendors on external venues. Coordinating catering and meals for meetings.
- Keeping Track of monthly executive Meetings. Sending Reminders to Team Members. Creating agenda Deck by collecting and consolidating updates from other executives.
- Keeping track & Scheduling special events. Putting resources out for meetings. Creating Name Tags for CEO & Team Members.
- Tracking meetings, agenda setting, gathering information, deck assimilation, designing announcement slides for all company meetings.
- Support projects for the Managing Sales Directors.
- Administrative support including filing, copying, and typing correspondence, presentations, spreadsheets, etc.
- Ability to run and manage business, including but not limited to: ordering and coordinating personal travel including car services, flight reservations, restaurant reservation, etc.
- Generate and share reports.
- Coordinate visits of outside guests or candidates.
- All other tasks as assigned and requested
Qualifications
3-5 years of relevant experience
Proven experience of recognizing the necessity of adhering to pre-established timetables without compromising on quality
Anticipate the needs of leadership by proactively managing complex calendars
Ability to manage seamless logistics for meetings and presentations including booking venues and prepping materials
Highly proficient in Microsoft Suite
Background in financial or insurance industry a plus
High degree of personal integrity to build and maintain trust across senior leadership, internal teams and external partners
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 $27.00 - $39.50 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.
#LI-ONSITE
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.
Skills Required
- 3-5 years of relevant experience
- Proven ability to adhere to pre-established timetables and deadlines
- Proactively manage complex executive calendars
- Manage travel arrangements and assist with expense reports
- Coordinate meetings, vendors, venues, catering, and meeting materials
- Create and consolidate executive meeting agendas and presentation decks
- Highly proficient in Microsoft Suite (Outlook, Word, Excel, PowerPoint)
- High degree of personal integrity and ability to build trust with senior leadership
- Background in financial or insurance industry
Wintrust Financial Corporation Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wintrust Financial Corporation and has not been reviewed or approved by Wintrust Financial Corporation.
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Affordable Benefits — Employer covers a large share of medical premiums, making health coverage comparatively low cost. Plan options are broad and pair with HSA/FSA choices and wellbeing programs.
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Parental & Family Support — Paid maternity, parental, and adoption leave are structured and fully paid, with backup childcare access through Bright Horizons. Adoption assistance and family support resources further strengthen caregiving support.
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Retirement Support — A 401(k) with a company match and an employee stock purchase plan provide multiple savings and ownership avenues. Match mechanics and plan access are noted features of the total rewards offering.
Wintrust Financial Corporation Insights
What We Do
Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $50 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination and more.
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