Private Wealth Coordinator - Client & Advisor Support

Bennett Gaynor Sustainable Staffing; United States; On-site; 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.

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.

Skills

Verbal communication skills

Written communication skills

Interpersonal skills

Organizational skills

Attention to detail

Microsoft Office Suite (Word, Excel, PowerPoint)

Education

Bachelor’s degree

Job description

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.