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Office Administrator/ Coordinator

Hybrid Wealth Management Support Specialist

Job in South Bend, St. Joseph County, Indiana, 46626, USA
Listing for: Everwisecu
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial services organization in South Bend is seeking an Investment Services Coordinator to support the Wealth Management team. Responsibilities include assisting Financial Advisors with client management, preparing investment documentation, and ensuring exceptional customer service. The ideal candidate has strong communication skills, is detail-oriented, and has at least 1 year of administrative or customer service experience. This role allows for hybrid work and offers opportunities for professional growth.
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