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Provides operational, administrative, and client service support for wealth management activities. Responsibilities include coordinating client meetings, processing account transactions, maintaining documentation and system records, supporting onboarding and servicing, monitoring workflows and deadlines, performing quality-control reviews, responding to inquiries, and contributing to process improvements. The role requires strong organization, communication, accuracy, customer service, and proficiency with Microsoft Office and document management systems.

Provides comprehensive wealth advisory and financial planning services to high-net-worth individuals and families. Builds trusted client relationships, manages portfolios, develops retirement, estate, tax, insurance, and wealth transfer strategies, conducts regular reviews, and coordinates with trust, tax, investment, and estate specialists. Serves as the primary client contact while maintaining accurate CRM records and delivering fiduciary, goals-based guidance.

Manages relationships with high-net-worth clients, beneficiaries, advisors, and internal wealth-management teams. Coordinates client reviews, financial and estate planning matters, investment administration, and service delivery. Ensures fiduciary, regulatory, compliance, and recordkeeping standards are met; resolves complex administrative issues; supports audits; identifies relationship-growth opportunities; improves processes and controls; and mentors junior staff.

Originates residential mortgages for first-time and low-to-moderate-income borrowers, manages the full lending cycle, and builds referral networks across Massachusetts. Leads financial literacy programs, develops relationships with nonprofits and community organizations, supports grant and loan-product assistance, and meets monthly production goals. Requires strong mortgage industry knowledge, communication, networking, presentation, and analytical skills.

Manage multiple technical and strategic projects through the full project lifecycle, including scope, schedules, budgets, risks, dependencies, change control, testing, and documentation. Partner with business and technical stakeholders to translate requirements, evaluate software solutions, improve processes, and resolve issues. Support PMO framework development, policies, governance, regulatory and audit interactions, and successful delivery of project outcomes.

Support comprehensive financial planning for high-net-worth clients by gathering data, modeling tax and investment scenarios, reviewing trust and estate documents, preparing recommendations, and participating in client conversations. Collaborate with advisors, attorneys, tax professionals, and internal teams to implement planning strategies, deepen client relationships, develop educational materials, and maintain compliance with policies and regulatory standards.

Supports the sale and delivery of residential mortgage loans to investors by reviewing loan files, coordinating funding and delivery, managing lock desk activities, reconciling transactions, supporting servicing transfers, resolving discrepancies, and maintaining compliance, reporting, documentation, and process improvement activities.