Private Wealth Executive Assistant
Listed on 2026-10-18
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a premier advisory team in a fast-paced, high-touch environment. This role focuses on delivering exceptional client service, coordinating calendars, onboarding new clients, and preparing materials.
You will maintain client records in CRM, handle confidential information with discretion, and collaborate on special projects.
We have an opening for a Private Wealth Executive Assistant in Boston, MA, United States within Finance, Management & Operations.
This posting is for the Private Wealth Executive Assistant role at Citizens, based in Boston, MA, United States.
We are looking to fill the Private Wealth Executive Assistant position at Citizens in Boston, MA, United States.
The Private Wealth Executive Assistant role at Citizens is now open for applications in Boston, MA, United States.
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