**Essential Duties and Responsibilities**

+ Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

+ Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
+ Open new client accounts, process money movement, and research information as needed

+ Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
+ Collects and enters data into financial plans

+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

+ Performs other duties and responsibilities as assigned.

**Knowledge, Skills, and Abilities**

**Knowledge of**

+ Company’s working structure, policies, mission, and s...