**Essential Duties and Responsibilities**

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

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

+ Opens new client accounts, process money movement, and researches information as needed

+ Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion

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

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

+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software

+ Actively engages in available training/cross-training and educational an...