Job 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 prior to submission and processing Follow up to ensure accurate completion
+ 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
+ Assist with marketing and client events
+ Actively engage in available training/cross-training and educational and/or professional development opportunitie...
+ 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 prior to submission and processing Follow up to ensure accurate completion
+ 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
+ Assist with marketing and client events
+ Actively engage in available training/cross-training and educational and/or professional development opportunitie...