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The Administrative Assistant will manage daily office operations, provide administrative support to the advisory team, and assist in client service tasks. Key responsibilities include overseeing office tasks, maintaining client data in Salesforce, coordinating with senior team members, and supporting event management efforts.

The Associate Advisor manages day-to-day client service responsibilities, providing analytical and operational support for client acquisition and retention. They facilitate timely execution of requests, maintain data accuracy in the CRM, and prepare deliverables for client meetings. The role also includes making investment recommendations and ensuring effective communication among team members.