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Private Wealth Coordinator

Responsibilities

We are seeking a Private Wealth Coordinator (PWC) for our client in Dallas, TX. 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.

  • 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

Qualifications

  • 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.

Preferred Qualifications

  • Bachelor’s degree
  • Financial services industry experience


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Posted
11/06/2021
Salary Range
$38,000.00 - 67,000.00
per Year
Salary range estimated by
Location
Dallas, TX 75201, US