Job Description

The Business Coordinator is an entry level position responsible for contributing to the overall administrative activities of a business. These tasks may include participation in external audits, business continuity activities or addressing regulatory issues. The Business Coordinator may also participate in activities such as the tracking of business financials, managing employee headcount or coordination of other administrative needs. The overall objective of this role is to ensure the business functions in a seamless and effective manner. Responsibilities: Act as a support coordinator for administrative functions and a source of information for various departments and keep each unit up-to-date on the activities of the others Maintain and monitor records of information pertaining to finance, business, head count, budgets, audits, reconciliation, payments, customer experience etc. Create and maintain a common framework across units, in partnership with other business coordinators Assist with onboarding and offboarding of wealth sales professionals providing support with supplies, entitlements and marketing support. Assist departments with day-to-day administrative tasks and coordination of events such as senior leadership visits Engage with customers to address concerns, and escalate to appropriate area(s) depending on issue; see the problem through to resolution Arrange and coordinate quarterly sales meetings, wholesaler meetings in market as well as senior leadership area visits Assist with various project management components, as needed Identify and contribute to key business projects and initiatives across units. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of experience Expert mastery of PC and Microsoft Office skills (word, powerpoint, excel, outlook) Proven relationship management skills Experience in the wealth management business Ability to handle multiple tasks simultaneously Consistently demonstrates clear and concise written and verbal communication skills Education: Bachelor’s Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Business Strategy, Management & Administration ------------------------------------------------------ Job Family: Business Execution & Administration ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $67,050.00 - $93,550.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Aug 21, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Citi

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