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Associate Financial Advisor
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- Preparing for client meetings with a thorough review of paperwork and prior meeting notes
- Providing professional administrative support for various functions in the client relationship
- Updating files and records in the SmartOffice Client Relationship Manager (CRM) system
- Completing and following up on paperwork for client onboarding and ongoing service
- Bachelor's degree from an accredited college or university 3-5+ years of industry experience Familiarity with any of the following preferred: SmartOffice, Tamarac Reporting, DocuSign, LaserApp, Morningstar, or Pershing NetX360
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