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.