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.