Wealth Management Coordinator - Client Services & Admin

H2r CPA; Pittsburgh (Allegheny County); On-site; USD 55,000 - 70,000; Full time

Job summary

H2R CPA is seeking a Wealth Management Administrator to support the Wealth Management Team with consistent administrative processes, documentation, and workflows. The role includes meeting scheduling, document handling, and client communications to ensure seamless client service and workflow efficiency.

The position requires a high school diploma or equivalent, with preferred experience in wealth management or accounting and familiarity with cloud-based CRM systems.

Qualifications

• High school diploma or equivalent; advanced education preferred.
• Prior customer service experience; accounting, banking, finance, or wealth management administration experience preferred.
• Experience with cloud-based CRM preferred; FBI clearances required.

Responsibilities

• Schedule and coordinate meetings for wealth management clients and team; prepare relevant reports.
• Gather, scan, and bookmark documents for wealth management.
• Maintain client records and use WealthBox CRM; assist advisors with withdrawals and deposits.
• Provide portal support and resolve client issues; join client meetings to create summary notes.

Skills

Customer service

CRM usage

Wealth management knowledge

Education

High school diploma or equivalent

Tools

WealthBox CRM

Job description

H2R CPA is seeking a Wealth Management Administrator to support the Wealth Management Team with consistent administrative processes, documentation, and workflows. The role includes meeting scheduling, document handling, and client communications to ensure seamless client service and workflow efficiency.

The position requires a high school diploma or equivalent, with preferred experience in wealth management or accounting and familiarity with cloud-based CRM systems.