Wealth Coordinator I

Essential Functions & Responsibilities:

• Serves as a first point of contact for clients, delivering exceptional service across all communication channels.
• Assists Wealth Advisors in preparing for and following up on client meetings.
• Maintains and updates CRM systems with meeting notes, client data, and next steps.
• Executes proactive client touchpoints for birthdays, anniversaries, and financial milestones.
• Manages administrative functions including document preparation, appointment scheduling, and department communication.
• Prepares and maintains compliance records, ensuring accurate documentation and adherence to internal/external standards (e.g., BSA, Red Flag).
• Tracks annuity, insurance, and investment case progress from submission through approval.
• Assists in audit preparation and maintains departmental checklists for compliance.
• Supports client onboarding, including data input into planning tools and internal systems.
• Coordinates advisor calendars, manages scheduling conflicts, and monitors daily workflows.
• Compiles and distributes internal reports, campaign metrics, dashboards, and client summaries.
• Identifies and logs cross-sell/referral opportunities for high-net-worth members and commercial clients.
• Participates in team meetings, processes reviews, and cross-functional initiatives.
• Provides onboarding support for new team members and administrative staff.
• Offers process improvement suggestions based on daily operations and client feedback.
• Maintains a member first mindset.
• Upholds core values and builds team member and customer relationships.
• Completes all training as required.
• Performs other duties as assigned.