Provide high-touch client service and administrative support to Financial Advisors/Private Wealth Advisors and teams. Execute money movements, manage account onboarding and documentation, answer non-investment account inquiries, enroll clients in digital tools, coordinate calendars/meetings/travel/expenses, support marketing tasks, and participate in firm initiatives while maintaining policy and procedure knowledge.

Support Financial Advisors/Private Wealth Advisors by delivering high-quality client service, preparing meeting materials, executing administrative and transactional tasks, assisting business development and digital marketing efforts, preparing client reports and financial plans, and participating in firm initiatives and client meetings to enhance client relationships.

Senior investment specialist supporting Financial/Private Wealth Advisors by developing and overseeing strategic investment policies, selecting and evaluating investment managers, managing reporting and performance metrics, preparing client reports, and participating in client meetings to implement asset allocation and investment strategies.