Private Wealth Coordinator

PRIVATE WEALTH MANAGEMENT
COORDINATOR

Our client is currently seeking a full-time, onsite Private Wealth Coordinator (PWC). The PWC 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. This position is based out of their Los Angeles office.

Responsibilities

• 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.
• General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports.
• As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
• Approximate Hours: 8:00 am - 5:00 pm. Flexibility to work overtime as workload demands change.
• Total compensation is competitive and comprised of base salary plus overtime.

Requirements

• The ideal candidate should have 1-2 years 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.
• Effective interpersonal skills and flexibility to adapt to a variety of personalities.
• Strong organizational skills and attention to detail.
• Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.
• Working knowledge of Microsoft Word, Excel and PowerPoint.

Desired Qualifications

• Bachelor’s degree.
• Financial services industry experience.