Private Wealth Administrative Concierge
Listed on 2026-10-18
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration, Finance Assistant -
Finance & Banking
Office Administrator/ Coordinator, Business Administration, Finance Assistant
Citizens Private Wealth is seeking a highly organized Private Wealth Assistant to support a prestigious Private Wealth Advisory team and ensure an exceptional client experience through smooth administrative operations.
You will manage calendars, coordinate client reviews, onboard new clients, prepare meeting materials, maintain CRM records, and provide responsive service while upholding confidentiality in a fast-paced wealth management environment.
We invite applications for the Private Wealth Administrative Concierge position located in Johnston, RI, United States.
The Private Wealth Administrative Concierge position in the Finance, Management & Operations field is open for applications.
We have an opening for a Private Wealth Administrative Concierge in Johnston, RI, United States within Finance, Management & Operations.
This role, Private Wealth Administrative Concierge at Citizens, could be your next career step.
Are you ready to take on the Private Wealth Administrative Concierge role at Citizens?
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