What are the responsibilities and job description for the Private Client Services Coordinator position at WE Family Offices?
A Message from Our Team
We are seeking a highly organized and proactive Wealth Administration Specialist to join our dynamic Advisor team. In this role, you will support ultra-high-net-worth client families by managing daily operations and assisting in key wealth administration projects and tasks.
You will be responsible for overseeing cash management, tax filing preparations, investment-related projects, and various operational matters ensuring client solutions are executed efficiently and in a timely manner.
Main Responsibilities:
- Implement and track action items from meetings
- Maintain and standardize document storage in client folders for consistency and accessibility
- Prepare quarterly invoices for clients
- Schedule and coordinate calls and meetings for the Advisor Team
Desirable Skills:
- Proficient in Microsoft Word, Excel, PowerPoint and Adobe Acrobat
- Strong attention to detail and problem-solving skills
- Ability to work efficiently under tight deadlines
