Coordinated marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assisted the advisory team in preparing for client meetings, including scheduling appointments.
Handled clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and followed up in a timely and confidential manner.
Generated reports and documents for IAs and clients as requested and processed items for client accounts and files.
Maintained and organized client database and client files.
Ensured transactions and tasks were appropriately assigned to team members and completed.
Provided team members with support on technology issues,...