Private Wealth Administrative Partner

Citizens Financial; New York (NY); Sur place; USD 64 000 - 81 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Medical, dental & vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Résumé du poste

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team. This role emphasizes client-focused service, day-to-day operations, and meticulous record-keeping.

The candidate should thrive in a high-touch environment, exercise discretion, and coordinate closely with the advisory team to deliver exceptional client experiences. A professional demeanor and strong communication are essential.

Qualifications

• High School Diploma, GED, or equivalent combination of education and experience required; bachelor’s degree preferred.
• 3+ years of administrative, executive assistant, client service, or business support experience in a professional environment preferred.
• Experience supporting a Private Wealth, Private Banking, Wealth Management, Financial Advisory, or similar client-facing financial services team is a plus.
• Strong organizational and time-management skills with the ability to prioritize multiple tasks and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Demonstrated ability to build positive relationships and provide outstanding client service.
• Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
• Experience utilizing Salesforce or similar CRM platforms will be advantageous.

Responsabilités

• Provide administrative and operational support to PW team members, ensuring efficient day-to-day operations.
• Manage calendars, scheduling, and appointment coordination, including internal meetings, client reviews, and external engagements.
• Serve as a primary point of contact for clients via phone and email.
• Assist with new client onboarding by gathering required information and documentation needed to establish and maintain client accounts.
• Coordinate and prepare meeting materials, client presentations, reports, and correspondence.
• May process expense reports and support general administrative activities for the advisory team.
• Maintain accurate client records and activity notes in CRM and internal systems.
• Ensure timely follow-up on client requests and ongoing service needs.
• Handle confidential client and business information with professionalism and discretion.
• Support special projects and other administrative initiatives as assigned.

Connaissances

Strong communication

Relationship building

Discretion

Formation

High School Diploma / GED

Bachelor’s degree preferred

Outils

Microsoft Office Suite

Salesforce

Description du poste

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team. This role emphasizes client-focused service, day-to-day operations, and meticulous record-keeping.

The candidate should thrive in a high-touch environment, exercise discretion, and coordinate closely with the advisory team to deliver exceptional client experiences. A professional demeanor and strong communication are essential.