Wealth Management Associate
7 days ago
Key Responsibilities
Coordinate with clients and advisors to schedule meetings using email, Salesforce, and calendar software
Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software
Proactively support advisors by anticipating client needs and enabling advisors to maximize their time
Complete requests from advisors and clients within 24-48 hours, ensuring accuracy, and effectively keeping everyone in the loop throughout the process
Salary Information
This position offers a salary range of $60K-$85K DOE + benefits + profit sharing + pension.
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