Job Description

PRIVATE CLIENT COORDINATOR WITH GLOBAL MONEY MANAGER This position works with 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 coordinator plays a vital role in client relationships.  This position offers incredible career growth and development.

RESPONSIBILITIES:

•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.  JOB 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 

SALARY:

$55-$65k plus paid overtime, bonus and great benefits