Wealth Planning Coordinator — Strategic Admin Lead

A financial services firm in Denver is looking for a diligent Planning Coordinator to support Senior Planners and Financial Advisors. This role involves scheduling client meetings, tracking Planner engagements, and providing administrative support to enhance client service quality. Suitable candidates will possess prior experience in administrative roles, strong math skills, and advanced technology capabilities, preferably in financial software. The company offers competitive salaries and extensive benefits including health, 401(k) contributions, and professional development opportunities. #J-18808-Ljbffr