Job Description

A growing boutique wealth management firm with beautiful offices in Santa Monica, CA is looking for a dedicated Client Coordinator to support their collaborative wealth advisory team. This is the ideal role for a candidate who is a natural organizer and who is highly skilled in providing a very high level of client services with a people focused approach and an eye for detail. Your drive to play an integral role in the administration and operations of our firm will make a direct impact on our client service team.

You will collaborate with a team of senior level financial executives, and their High Net Worth clients, where you will foster relationships, coordinate extensive calendaring and meeting management, provide resources through documentation and engage in a high level of transactional support work. Your positive attitude and can-do mentality will help you as you build rapport and gain client trust. You'll also help coordinate our in-person meetings and events, holiday parties, client dinners and outings, and overall navigate logistics and any special projects.

You will be entrusted to learn an intricate process of internal document management, where you will handle sensitive files, handling financial documentation and provide digital files for presentations and reporting, overall ensuring accurate information is being shared with the right parties.

The right individual is seeking a high-performing team that values integrity, hard-work, commitment, a passion for people, and a natural ability to connect and drive goals. You'll have at least 2 years of prior administrative experience ideally in a corporate setting under your belt. This a multi-faceted position and you'll be working with senior leaders in the industry.

What you’ll do:

• Effectively address incoming client inquiries and concerns
• Oversee incoming emails and phone calls
• Compose correspondence for team as needed
• Manage team schedule and prepare materials for meetings
• Build financial presentations for high-level and prospective clientele
• Oversee the transactional process with an eye for documentation and following up on supportive materials
• Arrange travel and supervise expense reporting
• Maintain updated file archives and highly sensitive client contact information
• Help coordinate in-office and off site events
• Manage logistics for various special projects as needed
• Other additional duties as assigned

What you’ll need:

• Bachelor’s degree
• At least 2-3 years’ work experience in a corporate environment required
• Background in financial services a plus
• Demonstrated proficiency in MS Office
• Preferred experience in Salesforce
• Effective and polished communication skills
• Superb organizational and multitasking capabilities
• Commitment and dedication to high standard of work

Hybrid in office 4 days a week with Friday WFH

Salary Range is DOE at $65,000- $75,000k base plus Bonus and overtime.

Highly competitive medical benefits package

Hours for this position are 8:00 AM – 5:00 PM with overtime as needed, depending on assigned projects.

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