Wealth Planning Coordinator

Job Overview

We are currently seeking a Wealth Planning Coordinator to join our Assante Wealth Planning team. In this role, the successful candidate will be the logistical backbone of a team of wealth planning professionals, including financial planners, accountants and lawyers. The individual will be expected to support wealth planning activities, including scheduling of meetings, collection and management of documents, populating information in various systems and preparing and distributing materials for meetings.

DESCRIPTION At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

What You Will Do

• Schedule advisor, client and internal meetings and o...