Katelyn Harter

Background

About Katelyn Harter

As a Wealth Management Operations Coordinator, I support the daily operational backbone of a fast-paced, high-net-worth investment environment. I help drive efficiency and accuracy across client onboarding, account maintenance, trade settlement, money movement, reporting, and compliance workflows. By coordinating with advisors, custodians, and internal teams, I ensure that every detail—whether a wire transfer, portfolio update, or client request—is handled with precision and discretion. I actively use tools like Wealthbox CRM for client relationship management, DocuSign for secure and compliant documentation, and systems such as Addepar and ARCH to streamline investment data, performance reporting, and operational processes. These platforms enable me to keep client portfolios aligned and operations smooth, while maintaining a high-touch service standard. With a strong foundation in both the technical and service sides of wealth management, I’m passionate about creating scalable systems that improve the client experience and support the firm’s strategic goals.