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Office Administrator/ Coordinator Business Administration

Private Wealth Operations & Client Engagement Lead

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Allworth Financial
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A prominent investment advisory firm in Dallas, Texas is seeking a Private Wealth Administrator to provide crucial administrative and sales support. This role is essential in managing client engagements, coordinating between advisors and clients, and ensuring effective onboarding processes. The ideal candidate must have a Bachelor's degree and 3 to 5 years of experience in wealth management. Strong organizational skills and proficiency in Microsoft Office are required, as well as an ability to thrive in a fast-paced environment.
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