🛠 Tech Stack

💼 About This Role

You'll coordinate sales activities for the Private Wealth team, managing schedules and client communications. Your work will directly support revenue growth by optimizing wholesaler workflows. This role offers exposure to high-net-worth client relationships.

🎯 What You'll Do

• Coordinate and schedule meetings for the wholesaling team
• Prepare materials and agendas for meetings and presentations
• Maintain and update sales calendar and track appointments
• Support internal sales team by handling incoming inquiries
• Maintain accurate records of meetings and follow-up tasks

📋 Requirements

• Bachelor’s degree in business, finance, or related field preferred
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Proficient in Microsoft Office Suite and CRM systems

✨ Nice to Have

• Experience in financial services or wealth management
• Prior administrative or scheduling role

🚩 Heads Up

• Job title mismatch: analyst vs scheduler responsibilities
• No clear career progression path mentioned