What are the responsibilities and job description for the Wealth Management Coordinator position at DBHW Wealth Partners?
Job Summary
We seek a highly organized and detail-oriented Administrative Support Professional to join our wealth management team. This role will focus on operational efficiency, client account management, and administrative support to help drive the success of our wealth management team.
Key Responsibilities
- Assist financial advisors with client onboarding, account setup, and documentation processing
- Manage and maintain client records, ensuring compliance with regulatory requirements
- Coordinate and process investment transactions, fund transfers, and account maintenance requests
- Serve as a primary point of contact for client inquiries, providing prompt and professional support
- Prepare reports, statements, and other materials for client meetings
- Collaborate with internal departments to streamline processes and improve workflow efficiencies
