Senior Wealth Services Coordinator

7 days ago


Chicago, Illinois, United States Alera Group Full time

Alera Group, a leading provider of wealth services, is seeking a highly skilled Senior Wealth Services Coordinator to join their team. As a key member of the organization's operations team, you will play a vital role in supporting the success of high-producing advisors.

The ideal candidate will have excellent communication and organizational skills, with the ability to multitask and prioritize tasks effectively. A strong understanding of financial services and products is essential, as well as experience working with advisors and other stakeholders.

This is a dynamic and challenging role that requires a professional with a high level of autonomy and discretion. If you are looking for a new challenge and are passionate about delivering exceptional service, this may be the perfect opportunity for you.

We estimate the salary for this position to be around $65,000 - $85,000 per year, based on industry standards and the company's location.



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