We are seeking a Coordinator a unit of AB. The Coordinator 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
Management Coordinator plays a vital role in client relationship
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
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
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
Approximate Hours: 8:30 am - 5:30 pm. Flexibility to work overtime as workload demands change.
Total compensation is competitive and comprised of base salary plus overtime
Working hours: 8:30 AM - 5:30 PM
1 year of experience as a coordinator, administrative or executive support in a corporate or
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
Working knowledge of Microsoft Word, Excel and PowerPoint
Financial services industry experience
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