Provides administrative, operational, and client service support to wealth management advisors and high-net-worth clients. Responsibilities include client onboarding, account opening, asset transfers, account maintenance, money movement, distributions, estate settlement support, client offboarding, CRM record accuracy, and workflow improvements. The role also supports firm initiatives and requires collaboration across multiple offices, with occasional travel to Camp Hill and Lancaster.

Manages daily office operations, including vendor and customer invoicing, payment processing, bank and credit card reconciliation, use tax information gathering, payroll preparation, quoting, supply ordering, email monitoring, filing, customer service, and phone coverage. Requires strong customer service skills and the ability to work independently.