Job Details

May and can change to meet the needs of the practice and can include other duties as assigned by the advisors. Job Responsibilities 80% Administrative assistance. Prepare correspondence for advisor signature. Prepare applications for client signature (new accounts &/or existing account servicing)Work with home office to ensure accurate account setup and resolve issues. Conduct client appointment reminder calls and check-in calls on follow up items. Copy and track all client and practice materials including business correspondence. Maintain files and records in accordance with the records retention policy. Perform other allowable duties as assigned by the financial advisor(s)20% Client care. Answer incoming calls from clients &/or prospects and route to the appropriate team member. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. Greet clients upon arrival and extend hospitality to clients. S...Administrative Assistant, Administrative, Advisor, Assistant, Business, Financial