**Essential Duties and Responsibilities**

+ Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

+ Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

+ Open new client accounts, process money movement, and research information as needed

+ Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion

+ Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients

+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor

+ Create and maintain records and files utilizing Client Relationship Management (CRM) software

+ Actively engage in available training/cross-training and educational and/or profes...