Wealth Operations Coordinator - Hudson

Position Summary

Key Responsibilities

• Processing client paperwork received from Wealth Management personnel, as well as items received through the mail.
• Work on LPL’s Client works to see Client’s accounts and help with reporting and updating.
• Receives and processes deposits and requests disbursements.
• Assists Wealth Management Team with Pipeline Reporting, Back Office Items
• Answers and screens Wealth Advisors’ telephone calls and arranges Microsoft Team Meetings.
• Calls clients for various reasons, including appointment options and follow up.
• Greets scheduled visitors and conducts to appropriate area or person(s).
• Helps clients with miscellaneous questions and scheduling of appointments.
• Assists in business development and partners with other lines of business to enhance the client experience.
• Perform additional duties as necessary.
• Education & Experience:
• A high school graduate or GED required.
• Minimum of two years’ experience in a banking, finance or relationship management role required.
• Associate degree in Accounting, Business, or Finance desirable.
• Experience with basic office software, such as Microsoft Word, Excel and Outlook.

Core Skills & Attributes