Private Wealth Administrative Concierge

Citizens; Johnston (RI); On-site; USD 64,000 - 81,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Retirement benefits

Flexible work arrangements

Job summary

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team and ensure an exceptional client experience through smooth administrative operations.

You will manage calendars, coordinate client reviews, onboard new clients, prepare meeting materials, maintain CRM records, and provide responsive service while upholding confidentiality in a fast-paced wealth management environment.

Qualifications

• High School Diploma or equivalent; bachelor's degree preferred.
• 3+ years of administrative, EA, client service, or business support experience.
• Experience supporting wealth management or client-facing financial services teams is a plus.
• Strong organizational and time-management skills; ability to manage multiple deadlines.

Responsibilities

• Provide administrative and operational support to PW team members.
• Manage calendars, scheduling, and appointment coordination for internal and client engagements.
• Serve as primary client contact via phone and email with professional service.
• Assist with onboarding by gathering required information and documentation.
• Coordinate and prepare meeting materials, client presentations, and reports.
• Maintain accurate client records and activity notes in approved CRM platforms.
• Support general administrative activities and special projects as assigned.

Skills

Organizational skills

Client service

Attention to detail

Communication skills

Discretion / confidentiality

CRM experience

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Outlook

Salesforce

Job description

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team and ensure an exceptional client experience through smooth administrative operations.

You will manage calendars, coordinate client reviews, onboard new clients, prepare meeting materials, maintain CRM records, and provide responsive service while upholding confidentiality in a fast-paced wealth management environment.