• Supported advisors in opening new accounts, processing transfers, and preparing for client meetings, ensuring a high level of accuracy and client satisfaction.• Instrumental in onboarding new advisors and facilitating the transition of their books of business, contributing to the firm's expansion.• Expertly assisted clients with various financial transactions, including account updates, ACH transfers, wires, journal entries, and online account access.• Successfully managed multiple phone lines, handling over 30 calls daily from clients, vendors, and advisors, showcasing strong communication and organizational skills.• Attended compliance meetings, staying abreast of industry procedures and regulations, and maintained compliance logs for annual audits.• Led the research, coordination, and implementation of a new phone system, managing the database and providing training for users.• Coordinated and executed various events, including annual holiday parties, client meetings, and wholesaler meetings, showcasing strong project management skills.• Took the lead in notifying all stakeholders of branch meetings, password changes, building notifications, holidays, and other important updates.• Maintained an organized and professional work environment, ensuring cleanliness and order in workspaces, conference rooms, and waiting areas.