SoTalent · 10 hours ago
Financial Services Executive Coordinator (REMOTE)
United States
Full-time
Remote
Mid Level
$25/hr - $35/hr
3+ years expSoTalent is a company seeking a Virtual Financial Services Executive Coordinator to provide high-level executive and administrative support to professionals in the financial services industry. This role involves managing communications, documentation, and compliance-sensitive workflows while ensuring a high level of detail and discretion.
Staffing & Recruiting
Responsibilities
Manage executive calendars, scheduling, and meeting coordination
Organise inboxes and prioritise internal and client communications
Draft, proofread, and format professional, client-facing correspondence
Prepare documents, reports, presentations, and spreadsheets for client and advisory meetings
Assist with client onboarding and lifecycle documentation
Prepare meeting materials, summaries, and follow-up notes
Track expenses, reimbursements, and financial documentation
Maintain and update sensitive client data in financial CRMs (e.g., Redtail, Wealthbox, Orion, Black Diamond, ClientWorks, Advyzon)
Handle secure documents using approved, encrypted systems
Maintain organised digital filing systems aligned with compliance and retention requirements
Ensure workflows and documentation meet regulatory and internal standards
Build and improve operational checklists and processes to increase efficiency and reduce risk
Coordinate travel, meetings, and internal or external events
Serve as a professional point of contact for clients, vendors, and custodians
Handle high-net-worth client information with discretion and confidentiality
Support recurring operational tasks and small projects
Qualification
Required
3+ years' experience in financial services (wealth management, financial planning, investments, or similar)
1+ year of executive assistant or senior administrative experience
Strong understanding of financial terminology and industry practices
Experience with financial CRMs and advisory platforms
High attention to detail and accuracy
Excellent written and verbal communication skills
Ability to work independently and manage multiple priorities
Availability during standard U.S. business hours (Monday–Friday)
Reliable computer, high-speed internet, webcam, and quiet workspace required
Preferred
Preference for candidates able to commit to 12 months for continuity
Company
SoTalent
At SoTechTalent, we specialise in connecting forward-thinking tech companies with world-class talent.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase