What are the responsibilities and job description for the Financial Planning Coordinator position at Traveka Wealth?
**Job Summary**
We are seeking a detail-oriented professional with strong communication skills to join our team as a Relationship Manager. This role involves working closely with our advisors to deliver exceptional service to high-net-worth individuals and families.
Your Key Responsibilities Will Include:**
- Serving as liaison between clients and head financial advisor
- Coordinating and preparing materials for client meetings
- Maintaining detailed notes of client interactions in CRM
- Process account maintenance requests and prepare custodian paperwork
Requirements:**
- 0-2 years of experience in financial services or related field
- Bachelor's degree in Finance, Business, or related field
- Proficiency with Microsoft Office suite
- Eagerness to learn and grow in the wealth management industry
What We Offer:**
- Competitive base salary annual bonus
- Generous employer-paid retirement account contributions after 1 year of service
