Description
The role serves as a branch client-service and marketing coordinator supporting wealth-management or portfolio-management business activities. Responsibilities include answering internal and client inquiries, assisting with social media and branch operations, maintaining CRM and compliance records, processing deposits, coordinating student workers and interns, and handling mail, conference rooms, and vendor events. The position requires a high school diploma, at least one year of customer-service or administrative experience, strong communication and organizational skills, and proficiency with Microsoft Office and private-wealth-management technology platforms.
