Provide day-to-day administrative and client-service support to advisors and portfolio managers.
Respond to routine client requests involving cash transfers, deposits, withdrawals, gifting, statements, tax documents, and account information.
Prepare account-opening and maintenance paperwork, gather documentation, and follow up on outstanding items.
Work with custodians and financial institutions to process requests and resolve routine service issues.
Maintain accurate client records and assist with new-client onboarding, meeting preparation, reports, and follow-up.
Support IRA distributions, Required Minimum Distributions, charitable gifts, and other transactions with guidance from experienced team members.
WHAT WE'RE LOOKING FOR
Approximately 1-4 years of professional experience, preferably in wealth management, financial services, banking, insurance, accounting, legal, or another client-focused professional environment.