Wealth Operations Coordinator - Hudson

Wealth Operations Coordinator

Location: Hudson

Reports To: Vice President Senior Wealth Advisor

Classification: Full Time, Non Exempt

Pay Grade: NE ($22.00 $35.21 per hour)

Availability: Monday-Friday 8:30am-5:00pm

Position Summary:

Responsible for general office operations as well as providing sales assistance for the Wealth Management Team through a variety of responsibilities.

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

• Outstanding oral and written communication abilities.
• Must be task oriented with strong attention to details.
• Must be committed to continuing education, especially in the areas of compliance and audit procedures and willing to obtain related certifications as applicable.
• Must be an enthusiastic, positive and productive team player with the ability to collaborate with coworkers.
• Must be able to represent Pioneer in a professional manner to outside business and/or customer contacts.