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Private Wealth Admin Specialist
Job in
Newton, Middlesex County, Massachusetts, 02165, USA
Listed on 2026-06-21
Listing for:
RWA Wealth Partners LLC
Full Time
position Listed on 2026-06-21
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
RWA Wealth Partners LLC in Newton, MA is seeking a Private Wealth Administrative Officer to support its Private Wealth group with high-touch operational and client service support. This role is essential for coordinating client onboarding, account maintenance, and documentation.
The ideal candidate has at least 3 years of experience in a financial setting, strong attention to detail, and a commitment to providing excellent client service. Other required skills include proficiency in Microsoft Office and familiarity with Salesforce.
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