Wealth Management Coordinator at Eastern Bank in Saugus, MA

Summary: Eastern Bank is a prominent financial institution that is seeking a Wealth Management Coordinator to provide comprehensive administrative and operational support to their Wealth Management division. The role involves maintaining governance structures, supporting compliance obligations, and facilitating communication between internal teams and external partners. Responsibilities: - 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 - 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 - 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 - 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 Required Qualifications: - 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 - Bachelor's Degree required - Minimum 1 year of relevant business support experience - Strong computer skills including Word, Excel, and presentation tools - Experience with executive level summaries and reporting Preferred Qualifications: - Knowledge of Bank systems including Optima, SCS, Sales Force is a plus Required Skills: Microsoft Word, Microsoft Excel, Presentation tools, Executive level summaries, Optima, SCS, Sales Force, Client service skills Benefits: Medical, Dental, Vision, Life and disability insurance, Retirement, Vacation, Tuition reimbursement