Wealth Management Coordinator - Financial Services

Wealth Management Coordinator (Main Branch)

Location:

1500 NW 107 Avenue, Miami, FL 33172

Pay:
Starting $22.60

Summary:

The Wealth Management Coordinator supports the Wealth Management department and one Financial Advisor by managing client service needs, coordinating daily operations, and assisting with marketing and business‑development activities. This role requires a highly independent, accurate, and reliable professional who thrives in a fast‑paced environment with minimal supervision.

• Support client account servicing and handle day‑to‑day questions and requests with accuracy and professionalism.
• Coordinate appointments for prospective and existing clients.
• Manage outbound calls, follow‑ups, and client communication proactively and without reminders.
• Assist with seminars, events, campaigns, and marketing initiatives.
• Contribute to social media content, engagement, and marketing efforts aligned with department goals.
• Prepare, maintain, and distribute departmental reports and data.
• Represent the credit union at internal and external events, including occasional evenings.
• Adapt quickly to shifting priorities and changing daily demands.
• Maintain strict confidentiality across all responsibilities.
• Perform additional duties and special assignments as needed.
• Assist members with general credit union questions.

• Strong ability to work independently with minimal supervision.
• High accuracy, attention to detail, and organizational discipline.
• Exceptional reliability and accountability in a small‑team environment.
• Strong follow‑through and ability to manage tasks proactively.
• Excellent interpersonal, verbal, and written communication skills in English and Spanish.
• Proficiency in Outlook, Word, Excel, and general desktop applications.
• Ability to travel to off‑site locations and attend occasional evening seminars.
• Adaptability to fast‑paced, frequently changing workflows.
• Experience with social media platforms and basic content creation.

• Two years of experience in the financial services industry preferred.
• Experience with Salesforce, Client Works, or similar CRM systems is a plus.

• Bachelor’s degree in business, marketing, finance, or related field preferred. Or equivalent experience.
• Optional 215 Life, Health & Variable Annuities License and FINRA

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.