Part-Time Administrative Coordinator (Wealth Management)

  • Greene Resources
  • Sacramento, CA 95814, USA
  • Apr 27, 2023
Part time Finance

Job Description


The role of the Administrative Coordinator is to maximize Wealth Management, Qualified Retirement Plan client engagement, and service satisfaction. This requires a high level of consistent communication with the supervising manager and financial advisory team and client-centered, proactive thinking demonstrated by going beyond the standard scope of office processes.

This person will support a 3 person team of Wealth & Retirement Clients. This is in office, 3 days per week, 8 hour days, with paid parking and office location in downtown Sacramento, 95814.


  • Maintain a schedule of all Wealth Management (WM) client meetings, ensure meetings are being set according to required intervals, and provide consistent updates to advisor team.

  • Prepare documents for all WM meetings according to timelines and directives established by advisor team.

  • Follow up with advisor team after each WM client meeting to obtain notes and follow up items.

  • Complete outstanding follow up items in a timely manner and provide consistent updates on outstanding tasks to advisor team and supervisor.

  • Support the establishment of new Wealth Management client accounts and other service requests as directed by advisor team.

  • Co-service qualified plan accounts with supervising manager according to established protocols.

  • Co-service the processing of requested plan changes and client communications as directed by Senior Client Relationship Manager.

  • Follow up on outstanding items relating to the Fiduciary Vault service.

  • Update retirement plan enrollment and annual notice packets.

  • Provide to plan sponsors according to established schedule.

  • Assist with retirement plan sponsor and participant inquiries that do not require licensing.

  • Obtain annual administration reporting for all retirement plans from Third-Party Administrator/Record-keepers per established deadlines, complete review process and discuss with advisor team.

  • Download statements and update values in spreadsheets and/or financial software applications as needed.

  • Answer phones as needed.

  • Order supplies, manage daily mail, and oversee office mailings.

  • Scan/save documents,  process checks and address changes.

  • Special projects as assigned.


  • Excellent verbal and written communication skills

  • Good interpersonal and customer service skills

  • Exceptional organization skills

  • Must be a team player

  • Ability to work independently

  • Must work with a high degree of accuracy with strong attention to detail

  • Must be able to manage multiple priorities

  • Able to maintain confidentiality


  • Proficient in Microsoft Outlook, Word, Excel and PowerPoint

  • Proficiency in analytic databases including Salesforce, Orion, Morningstar, Wealthscape, RPAG, Fi360, preferred. 

  • Experience in financial services industry or knowledge of investments, preferred.

  • Experience with servicing qualified retirement plans, preferred.

  • Demonstrated organizational and time management skills.

  • Must have reliable transportation.

Rate of Pay

Low $20's/hour depending on experience

Date posted

Apr 27, 2023