Opportunity Description
**Essential Duties and Responsibilities**
+ Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
+ Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
+ Open new client accounts, process money movement, and research information as needed
+ Ensure client paperwork and documentation is accurate with meticulous attention to detail
+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
+ Create and maintain records and files utilizing Client Relationship Management (CRM) software
+ Assist with compliance documentation and recordkeeping
+ Review all automated withdrawals and deposits to verify accuracy of monthly financial obligations
+ Coordinate mailings and gifting
+ Actively engage in av...
+ Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
+ Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
+ Open new client accounts, process money movement, and research information as needed
+ Ensure client paperwork and documentation is accurate with meticulous attention to detail
+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
+ Create and maintain records and files utilizing Client Relationship Management (CRM) software
+ Assist with compliance documentation and recordkeeping
+ Review all automated withdrawals and deposits to verify accuracy of monthly financial obligations
+ Coordinate mailings and gifting
+ Actively engage in av...
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