Support one or more Investment Advisors (IAs), IA Team and branch operations with day‑to‑day administration and provide exceptional client service to help achieve business objectives.
Coordinate marketing activities on behalf of the advisory team, including website updates, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assist the advisory team in preparing for client meetings, including scheduling appointments.
Handle clients’ day‑to‑day requests and inquiries such as wires, transfers, technology issues, account opening and updates, and follow up in a timely and confidential manner.
Generate reports and documents for IAs and clients as requested and process items for client accounts and files.