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Client Wealth Coordinator

4 months ago

Albany, United States Fusco Personnel Inc. Full time

Client Wealth Coordinator
Albany, NY



Fusco Personnel is actively recruiting a Client Wealth Coordinator for a growing Wealth Management Firm in the Capital District area. This is a FT Direct Hire opportunity.



Qualifications:

2-5 years experience in the financial services industry
Excellent written, verbal and interpersonal communication skills
Strong attention to detail
Proficient with Excel
Experience with Orion, Salesforce, DocuXplorer, Quickbooks & LaCerte (a Plus)

Salary:
$52-60k based on experience


Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff.

Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts.

Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer