Premier, NY is working with a prominent NY multi-billion dollar Wealth Management company on finding their next Private Wealth Coordinator. This global company is seeking a dynamic and eager individual to join their equally dynamic and fast-paced team. Benefits include paid vacation days, 401K, full benefits, and overtime!
DUTIES AND RESPONSIBILITIES:
•Support multiple Financial Advisors.
•Initiate and respond to client requests.
•Answer internal and external telephone calls within your team and while covering the reception desk as necessary.
•Prepare presentations and reports for Advisors’ high net worth clients, prospects, and intermediaries.
•Schedule and maintain meetings, appointments, and travel plans to effectively manage Advisor’s calendar.
•General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing, and processing expense reports.
•As tasks are mastered, administrative duties may be supplemented with other projects of increasing responsibility.
•1 year of experience as a coordinator, administrative or executive support in a corporate or professional office.
•Excellent verbal and written communication skills for heavy client interaction.
•Effective interpersonal skills and flexibility to adapt to a variety of personalities.
•Strong organizational skills and attention to detail.
•Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment.
•Working knowledge of Microsoft Word, Excel and PowerPoint.
For IMMEDIATE consideration, please apply below!
Pursuant to the Fair Chance Ordinance we will consider for employment qualified applicants with arrests and conviction records.
Premier Staffing is a leader in talent identification and acquisition for growing companies. We partner with our clients to find the best talent to accelerate their growth. We place on-demand top talent in the areas of Administration, HR, Operations, and Customer Support in contract, contract-to-hire and direct hire roles.For job seekers, our team provides outstanding advice, coaching, and connections to optimize their career. Headquartered in San Francisco, we have offices in Oakland, the Silicon Valley, and New York City.
Premier Talent Partners is a leader in talent identification and acquisition for growing companies. We partner with our clients to find the best talent to fuel their big idea and grow their business. For candidates, our team provides outstanding advice, coaching, and connections to optimize their [...]