Under the direct supervision of Relationship Managers, prepare all client account paperwork including appropriate applications, forms, consolidated statements, client deliverables, etc., ensuring Advisers are adequately prepared for client meetings.
Work with Second Opinion Partners, Custodians, and other outside institutions (if applicable) to ensure proper
paperwork is prepared for all clients meetings and client requests.
As directed by the Relationship Manager, work with applicable members of the Client Service Team, including the Advice Department, to effectively prepare client meeting deliverables.
As directed, process all client requests outside of regularly scheduled meetings.
Ensure Salesforce/CRM remains current by confirming all tasks, meetings and notes related to the client relationship are accurately captured.
Work directly with the Administrative Manager to confirm all meetings are being scheduled in a timely manner.
Establish and maintain strong working relationships with all Partners, Wealth Advisors, Wealth Managers and team members to become familiar with the specific needs of each client.