Executive Assistant

Client Experience Coordinator (Executive Assistant to Wealth Advisor) Pay and Benefits $60,000–$70,000 base + 10% bonus opportunity. Medical, dental, and vision; 401(k) with 4% match; unlimited vacation; benefits start day one. The Role Love making people feel taken care of? Carnegie Private Wealth manages over $2.5 billion for more than 1,400 households. We’re looking for a Client Experience Coordinator to be the right hand to one of our wealth advisors and the warm, polished voice her clients hear every day. If you've delivered white-glove service in hospitality or kept a busy executive running smoothly, this role brings both together. What you'll do Own a busy advisor's calendar, inbox, and travel Schedule and confirm meetings directly with high-net-worth clients by phone and email Send personal notes, gifts, and milestone touches that make clients feel known Plan and run 4–5 client events a year, from venue to follow-up Track meeting follow-ups and keep client requests moving fast What you bring 3+ years as an executive assistant, or in luxury hospitality or concierge service Warm, polished communication on the phone and in writing Strong organization; you anticipate needs and follow through without being asked Discretion with confidential information Outlook and Microsoft Office skills; wealth management or event experience a plus Why Carnegie You'll work closely with an advisor who's clear about what she needs and appreciates the help, inside a small, kind team in a beautiful office. You'll build real relationships with clients and see your work turn into referrals. If you care about helping people and want a role where great service is the whole point, we'd love to meet you. This search is managed by SpanHR on behalf of Carnegie Private Wealth. You may be contacted by a SpanHR recruiter about your application. Carnegie Private Wealth is an equal opportunity employer. #J-18808-Ljbffr Carnegie Private Wealth