Wealth Management Coordinator
business
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. <
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