Private Wealth Coordinator
Core
Administrative and operational support for Financial Advisors serving high net worth clients, including client liaison, scheduling, and report preparation.
Role type
Administrative Coordinator
Builds
Client-facing support services and operational workflows for Private Wealth Advisors
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Client relationship management, Calendar and meeting management, Report preparation, Correspondence writing, Data maintenance, Expense report processing, Microsoft Office proficiency, Multitasking
Preferred skills
Financial services industry experience, Bachelor's degree