Private Wealth Executive Assistant

Citizens; Boston (MA); On-site; USD 64,000 - 81,000; Full time

Job summary

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a premier advisory team in a fast-paced, high-touch environment. This role focuses on delivering exceptional client service, coordinating calendars, onboarding new clients, and preparing materials.

You will maintain client records in CRM, handle confidential information with discretion, and collaborate on special projects.

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.
• Strong attention to detail and commitment to accuracy.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Experience utilizing Salesforce or similar CRM platforms will be advantageous

Responsibilities

• Provide administrative and operational support to PW team members, ensuring efficient day-to-day business operations.
• Manage calendars, scheduling, and appointment coordination, including internal meetings, client reviews, and external engagements.
• Serve as a primary point of contact for clients, delivering responsive, professional, and high-quality service 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 as needed and support general administrative activities for the advisory team.
• Maintain accurate client records and activity notes within approved CRM platforms 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.

Skills

Organizational skills

Time management

Written communication

Verbal communication

Client service

Discretion

CRM experience

Education

High School Diploma or GED

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

Outlook

PowerPoint

Job description

Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a premier advisory team in a fast-paced, high-touch environment. This role focuses on delivering exceptional client service, coordinating calendars, onboarding new clients, and preparing materials.

You will maintain client records in CRM, handle confidential information with discretion, and collaborate on special projects.