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Private Wealth Support Specialist
1 week ago
We are looking for a talented Private Wealth Support Specialist to join our team. In this role, you will provide exceptional support to our financial advisors and help drive the success of our Private Wealth Management Platform.
Key responsibilities include:
- Providing proactive communication to advisors to understand priorities and keep them up-to-date on changes and developments that impact their practice and clients.
- Building strong relationships with clients and their professionals, responding to their needs with urgency and willingness to go above and beyond expectations.
- Collaborating with other administrative assistants, coordinators, associates, management, and internal business partners to complete tasks, find solutions, and support business goals.
- Participating in event coordination for the office, including attending strategy calls, attendee outreach, and event logistics.
The successful candidate will possess excellent verbal and written communication skills, strong time management and organizational skills, and a high attention to detail.