Private Wealth Administrator

Bachelor’s degree preferred (Business, Finance, Economics, or related field).

3–5+ years of experience in wealth management, financial services, sales support, or executive assistance.

Strong understanding of advisor distribution models (RIA, custodial referral, independent broker-dealer) and high-net-worth client dynamics.

Experience supporting sales cycles, referral-based business, or complex client onboarding processes.

High proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM experience required.

Exceptional organizational, communication, and follow-up skills.

Sales, Referral & Relationship Support

Serve as a key internal point of coordination for advisor, referral partner, and prospective client engagements.

Support inbound referrals and prospect activity by coordinating timely outreach, meeting scheduling, and next steps.

Gather, organize, and document client and case information to support introductory meetings and advanced planning discussions.

Prepare customized pitch materials, presentation decks, and follow-up correspondence in partnership with internal planning and advisory teams.

Track pipeline activity, referral sources, engagement stages, and key metrics using CRM systems (Salesforce, ThoughtSpot, or equivalent).