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As a Wealth Advisor, you'll provide comprehensive wealth and investment planning, manage client relationships, and ensure client satisfaction through tailored financial solutions.

Provide administrative support to Wealth Advisors, manage client interactions, prepare meeting materials, and oversee investment portfolio reviews.

Support Wealth Advisors with financial planning and client service, manage client requests, prepare materials, and engage in ongoing learning.

The Senior Fund Accountant manages fund administration duties including audits, tax compliance, NAV reconciliations, and overseeing fund operations, contributing to growth in mutual fund trusts and partnerships.

The Administrative Associate provides support to Wealth Advisors and Wealth Planning Associates, coordinating client interactions, managing schedules, and assisting with business development tasks. Responsibilities include preparing reports, organizing client meetings, and managing documentation in Salesforce.

The Senior Salesforce Administrator maximizes the value of Salesforce, ensuring data integrity, optimizing configurations, and collaborating with stakeholders for effective platform use.