Wealth Management Coordinator

Job description

Job DetailsJob Location: Mint Wealth Advisors - Chadds Ford, PA 19317Position Type: Full TimeEducation Level: High SchoolSalary Range: $24.07 - $32.54 HourlySummary Supports the productivity, activity and client service of FMFCU/Mint Wealth Advisors. Creates program efficiencies, performs administrative functions, supports marketing efforts and back-office program operations. Key Responsibilities: Supports advisor sales activities: Assists with meeting preparation, client review scheduling, and paperwork. Runs illustrations, assists in fund performance research and prepares client presentations Provides administrative support to advisors: Maintains calendars, answers phones, confirms appointments, orders/maintains office supplies, and coordinates internal meetings. Coordinates and tracks referrals, including lobby tracker Attends and participates in monthly, quarterly and district meetings. Optimizes work processes and continually finds efficiencies. Engages in program support: Serves as liaison between the Sales Team, Program Management, Compliance and other business units Provides program reporting including Month End, Mid-Month, Referral Reports, Closed Accounts. Supports intern...