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The Office Coordinator will assist the wealth management team with administrative and accounting support, coordinate client meetings, manage client account needs, prepare meeting materials, maintain CRM databases, and oversee office supplies and technology. Additionally, they will support client correspondence and event coordination while ensuring compliance and a positive client experience.

As an Associate in Operations, you will support client relationship management by processing trades, managing client onboarding, and assisting with various practice-related projects. This role requires collaboration with wealth advisors and maintaining database workflows to ensure compliance and efficiency.

The Office Coordinator will support wealth management advisors with administrative tasks, client account management, and compliance. Responsibilities include scheduling meetings, maintaining the CRM, assisting with billing, preparing meeting materials, and coordinating client events.