Private Wealth Coordinator

Boston, MA | Direct Hire

Post Date: 06/15/2017 Job ID: 78806 Specialty: Accounting & Finance

A wealth management firm in Boston, MA is seeking a Private Wealth Coordinator to join their team. In this role you will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs. As a liaison between Financial Advisors and both internal and external clients, the Private Wealth Coordinator plays a vital role in client relationships. Apply today!

Responsibilities for the Private Wealth Coordinator:
  • Support multiple Financial Advisors
  • Initiate and respond to client requests
  • Answer internal and external telephone calls within your team and while covering the reception desk as necessary
  • Prepare presentations and reports for Advisors’ high net worth clients, prospects and intermediaries
  • Schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’ s calendar
  • Perform general administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports
Requirements for the Private Wealth Coordinator:
  • Bachelor’ s degree
  • Financial services industry experience
  • 1 year of experience as a coordinator, administrative or executive support in a corporate or professional office
  • Excellent verbal and written communication skills for heavy client interaction
  • Working knowledge of Microsoft Word, Excel and PowerPoint
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                      

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