Provide high-quality client service and administrative support to Financial Advisors/Private Wealth Advisors, including onboarding and maintaining accounts, executing money movements, answering account queries, entering orders clerically, managing calendars and travel, preparing expense reports, supporting marketing tasks, and educating clients on digital tools while adhering to firm policies and participating in firm initiatives.

Provide client-facing support for Financial Advisors and teams by executing transactions, answering account questions, enrolling clients in digital tools, and handling administrative tasks (calls, calendar management, travel and expense processing). Support marketing activities, maintain documentation, and participate in firm initiatives while staying current on policies and platforms.

Provide front-line client support for Financial Advisors and teams by executing money movements, answering account questions, enrolling clients in digital tools, managing calendars and travel, preparing expense reports, and supporting marketing and administrative tasks. Build trusted client relationships and participate in firm initiatives while maintaining compliance with policies and procedures.