What are the responsibilities and job description for the Administrative Coordinator position at Veritas Boston Wealth Management?
Key Responsibilities
- Deliver exceptional client service in person, over the phone, and via email.
- Respond to client inquiries promptly and professionally.
- Facilitate account openings, transfers, and routine maintenance tasks.
- Prepare for client meetings, including organizing documentation.
- Track and ensure timely completion of transaction requests.
- Maintain accurate client records in the CRM system.
- Execute personalized client engagement tasks (e.g., birthday greetings, holiday mailings).
