Wealth Coordinator I

About the Role

We are seeking a highly organized, detail-oriented Wealth Coordinator to join our team. The ideal candidate thrives in dynamic environments, has expertise in financial services or wealth management, and is dedicated to delivering exceptional client service. If you relentlessly pursue accuracy, communicate clearly, and continuously seek ways to enhance efficiency, we want you on our team.

Responsibilities

• Serve as a first point of contact for clients, delivering exceptional service across all communication channels.
• Assist Wealth Advisors in preparing for and following up on client meetings.
• Maintain and update CRM systems with meeting notes, client data, and next steps.
• Execute proactive client touchpoints for birthdays, anniversaries, and financial milestones.
• Manage administrative functions including document preparation, appointment scheduling, and department communication.
• Prepare and maintain compliance records, ensuring accurate documentation and adherence to internal/external standards (e.g., BSA, Red Flag).
• Track annuity, insurance, and investment case progress from submission through approval.
• Assist in audit preparation and maintain departmental checklists for compliance.
• Support client onboarding, including data input into planning tools and internal systems.
• Coordinate advisor calendars, manage scheduling conflicts, and monitor daily workflows.
• Compile and distribute internal reports, campaign metrics, dashboards, and client summaries.
• Identify and log cross-sell/referral opportunities for high-net-worth members and commercial clients.
• Participate in team meetings, processes reviews, and cross-functional initiatives.
• Provide onboarding support for new team members and administrative staff.
• Offer process improvement suggestions based on daily operations and client feedback.
• Maintain a "member first" mindset and consistently uphold company values.