Executive Assistant
CurrentOversee client account documentation and manage client interactions, serving as the primary point of contact between the my designated advisor and his clients. Responsibilities include assisting with inquiries, preparing and processing account paperwork, coordinating investment activities, and maintaining client databases. Facilitate client meetings, proof-read reports, and handle client correspondence.Troubleshoot client issues, coordinate with custodians to resolve service problems, and ensures data integrity in all databases. Utilize available resources to efficiently fulfill client service requests, assemble materials for client meetings, and package materials for client mailings, contributing to a seamless client experience.
Jun 2024 - Present
