Private Wealth Coordinator
Core
Support Financial Advisors in serving high net worth clients by managing client requests, scheduling, and preparing presentations and reports.
Role type
Administrative Coordinator for Private Wealth Management
Builds
Client-facing presentations, reports, and meeting schedules for high net worth individuals and institutions
Domain
Financial Services / Wealth Management
Required skills
Client relationship management, calendar management, presentation preparation, report writing, data maintenance, expense report processing, Microsoft Office (Word, Excel, PowerPoint)
Preferred skills
Financial services industry experience, Bachelor's degree
Responsibilities
Initiate and respond to client requests, answer internal and external telephone calls, prepare presentations and reports for clients and prospects, schedule and maintain meetings and travel plans, perform general administrative duties including correspondence and filing
Seniority
Entry-level to Mid-level, individual contributor