Wealth Management Coordinator at Cambridge Trust Wealth Management Coordinator at Cambridge Trust in Everett, Massachusetts Posted in about 17 hours ago.
Type:
full-time
Job Description:
Hiring Range:
$19.50
- $31.34 per hour The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information Wealth Management Coordinator
- Cambridge Trust
- A Division of Eastern Bank The purpose of this role is to provide comprehensive administrative, governance, and operational support to the Wealth Management division, ensuring accuracy, compliance, and efficiency across fiduciary processes, committee operations, and regulatory requirements.
This position serves as a key liaison for internal teams and external partners, facilitating smooth workflows and maintaining high standards of risk management and client service.
Objectives:
Business support for Head of Wealth Management, CIO, and CFO Maintain and oversee governance structures-including committee coordination, reporting, and documentation-to uphold regulatory and fiduciary standards. Support the Chief Fiduciary Officer and Trust Team in meeting legal, audit, and compliance obligations through proactive monitoring, review, and documentation. Drive consistency and quality in all reporting, meeting materials, and special projects to enhance transparency and decision?making within the Wealth Management division. Administrative and Operational Support Review, manage, and approve eTime cards for biweekly and monthly payroll, ensuring accuracy and correcting errors as needed. Coordinate all Wealth Management invoice submissions, verify correct GL coding, and ensure timely approval and payment processing. Answer and direct incoming calls on the main Wealth Management phone line. Oversee and maintain the Wealth Division complaint log. Committee Support Manage meeting invitations, agendas, minutes, and reporting for all committees. Coordinate quarterly ERM reporting. Oversee quarterly Trust Committee books in Diligent, including document collection, review, upload, approval, and distribution Regulatory, Compliance, and Special Projects Assist with annual trust distribution review, Reg 9 reviews, UPIA/Unitrust processes, ILIT reviews, court accountings, estate oversight, and policy reviews. Facilitate and manage special review projects.
REQUIREMENTS
Excellent organizational, communication, and client service skills. Ability to prioritize, multitask, and work independently. Positive attitude and willingness to assist the broader team. Independent thinker, willing to take on new tasks, analyze current workflow and recommend improvements. Education and Experience Bachelor's Degree required. Minimum 1 year of relevant business support experience. Skills/Knowledge Strong computer skills including Word, Excel, and presentation tools. Experience with executive level summaries and reporting. Knowledge of Bank systems including Optima, SCS, Sales Force is a plus.
