Job Description
**Responsibilities**
+ Assist with account opening, transfers and maintenance
+ Support advisors with research, data entry, and plan implementation
+ Maintain CRM records and ensure compliance
+ Partner with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
+ Evaluate overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
+ Perform detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
+ Research information as necessary on a case-by-case basis
+ Prepare files for meetings with existing and new clients
+ Prepares, coordinates and follows through on any needed communication with new or existing clients
+ Respond to client questions by telephone, email and occasional personal visits.
+ Conduct research as needed related to basi...
+ Assist with account opening, transfers and maintenance
+ Support advisors with research, data entry, and plan implementation
+ Maintain CRM records and ensure compliance
+ Partner with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
+ Evaluate overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
+ Perform detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
+ Research information as necessary on a case-by-case basis
+ Prepare files for meetings with existing and new clients
+ Prepares, coordinates and follows through on any needed communication with new or existing clients
+ Respond to client questions by telephone, email and occasional personal visits.
+ Conduct research as needed related to basi...