Private Wealth Assistant

Citizens Private Wealth is seeking a highly organized, proactive, and client-focused Private Wealth Assistant to support a prestigious Private Wealth Advisory team. This individual will serve as a key partner to the team, helping to maintain an exceptional client experience while ensuring the smooth execution of day-to-day administrative and operational activities.

 The ideal candidate is a polished professional who thrives in a fast-paced, high-touch environment, demonstrates strong attention to detail, and enjoys building relationships with clients and colleagues. This role requires elevated organizational skills, sound judgment, discretion, and the ability to manage multiple priorities while supporting the needs of a sophisticated wealth management practice.

 Primary Responsibilities

• Provide administrative and operational support to PW team members, ensuring efficient day-to-day business operations.
• Manage calendars, scheduling, and appointment coordination, including internal meetings, client reviews, and external engagements.
• Serve as a primary point of contact for clients, delivering responsive, professional, and high-quality service via phone and email.
• Assist with new client onboarding by gathering required information and documentation needed to establish and maintain client accounts.
• Coordinate and prepare meeting materials, client presentations, reports, and correspondence.
• May process expense reports as needed and support general administrative activities for the advisory team.
• Maintain accurate client records and activity notes within approved CRM platforms and internal systems.
• Ensure timely follow-up on client requests and ongoing service needs.
• Handle confidential client and business information with professionalism and discretion.
• Support special projects and other administrative initiatives as assigned.
   

Qualifications, Education, Certifications, and/or Other Professional Credentials

• High School Diploma, GED, or equivalent combination of education and experience required; bachelor’s degree preferred 
• 3+ years of administrative, executive assistant, client service, or business support experience in a professional environment preferred.
• Experience supporting a Private Wealth, Private Banking, Wealth Management, Financial Advisory, or similar client-facing financial services team is a plus
• Strong organizational and time-management skills with the ability to prioritize multiple tasks and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Demonstrated ability to build positive relationships and provide outstanding client service.
• Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams.