Wealth Management Coordinator
Wealth Management Coordinator
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Job Description
Job Title: Wealth Management Coordinator East Hills NY-Entry Level
Job Summary: The Wealth Management Coordinator will provide administrative support to the Senior Financial Advisor ensuring smooth and efficient operations within the advisory team. This role requires a proactive detail-oriented and organized individual who can handle multiple tasks in a fast-paced environment while maintaining a high level of professionalism and confidentiality.
Key Responsibilities:
- Administrative Support:
- Manage the Senior Financial Advisors calendar including scheduling appointments.
- Prepare and organize meeting materials reports and presentations.
- Handle incoming calls emails and correspondence responding promptly and professionally.
- Prepare material for Seminars and prepare marketing material.
- Prepare marketing material to send to clients for seminars.
- Client Service:
- Assist with client onboarding including gathering necessary documentation and preparing client files.
- Maintain client records in accordance with compliance and regulatory standards.
- Serve as a point of contact for clients addressing inquiries scheduling reviews and providing exceptional service.
- Financial Data Management:
- Assist with data entry and management of client information in financial software systems.
- Help prepare financial documents including statements reports and investment summaries.
- Compliance and Regulatory Support:
- Ensure all client communications and documentation comply with industry regulations and company policies. Maintain organized and up-to-date client and office files electronically.
- Assist with audits and compliance reviews as necessary.
Qualifications:
- Entry level -Minimum of 1 year experience in an administrative role preferably within the financial services industry.
- Proficiency in Microsoft Office Suite (Word Excel PowerPoint Outlook).
- Strong organizational skills with a keen attention to detail.
- Excellent written and verbal communication skills.
- Hourly salary range: $22-$25 an hour depending on experience
- This is an in office position working full time on a team.
We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age disability genetic information marital status ancestry status as a protected veteran or any other protected classes in accordance with applicable federal state and local law.
Required Experience:
IC
Employment Type
Full-Time
