Client Relationship Management: Build and maintain strong relationships with clients, serving as a primary point of contact for inquiries and requests.Financial Planning Support: Assist financial advisors in developing and implementing customized financial plans for clients.Conduct research and analysis to support investment strategies and portfolio management decisions.Administrative Support: Handle administrative tasks such as… Show more Client Relationship Management: Build and maintain strong relationships with clients, serving as a primary point of contact for inquiries and requests.Financial Planning Support: Assist financial advisors in developing and implementing customized financial plans for clients.Conduct research and analysis to support investment strategies and portfolio management decisions.Administrative Support: Handle administrative tasks such as account opening, maintenance, and document management.Coordinate client communications, including scheduling meetings and preparing reports and presentations.Compliance and Regulatory Compliance: Ensure compliance with industry regulations and firm policies in all client interactions and transactions.Maintain accurate records and documentation to support regulatory requirements.Team Collaboration: Collaborate with financial advisors and other team members to deliver integrated wealth management solutions. Support team initiatives and projects to enhance client experience and drive business growth. Show less

Manage client relationships and complete sales calls. Organize and schedule service appointments and coordinate transportation. Assist and complete all jobs in a timely manner.