Private Wealth Coordinator

Bennett Gaynor Sustainable Staffing; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

A staffing agency is seeking a full-time Private Wealth Coordinator in Los Angeles. This role involves supporting Financial Advisors, managing client interactions, and performing various administrative duties. Ideal candidates will have 1-2 years of experience, strong communication and organizational skills, and proficiency in Microsoft Office. The position offers competitive compensation and requires a flexible schedule.

Qualifications

• 1-2 years of experience as a coordinator or administrative support in a professional setting.
• Capability of managing multiple tasks and projects effectively in a deadline-driven environment.
• Flexibility to adapt to various personalities during client interactions.
• 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.

Responsibilities

• Support multiple Financial Advisors by managing their schedules.
• Initiate and respond to client requests promptly.
• Prepare reports for high net worth clients and prospects.
• 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.

Skills

Verbal communication skills

Written communication skills

Interpersonal skills

Organizational skills

Attention to detail

Microsoft Office Suite (Word, Excel, PowerPoint)

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

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.