Logo
D.A. Davidson Companies

Wealth Planning Coordinator - Client Support & Admin

D.A. Davidson Companies, Salt Lake City, Utah, United States, 84193

Save Job

A financial services firm in Salt Lake City is seeking a Planning Coordinator to provide administrative support to Senior Planners and Wealth Managers. Responsibilities include scheduling engagements, assisting with client meetings, and managing documentation. Required qualifications include experience as a Client Associate or Administrative Assistant and strong analytical skills. The company offers comprehensive benefits including medical, retirement contributions, and professional development opportunities. #J-18808-Ljbffr