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Execute and verify trades and rebalance ETF and mutual fund model portfolios; monitor cash flows, concentrations, and exceptions; service account requests; establish accounts on Black Diamond and custodial platforms; prepare AUM and revenue reports; support portfolio allocations and advisor inquiries.

The Client Support Specialist provides high-quality customer service, processes requests, and supports clients by addressing inquiries while ensuring compliance with policies.

Lead monthly close activities, perform variance analysis and balance sheet reconciliations, prepare and review journal entries, support external audits, drive process improvements and automation, collaborate with business leaders, assist on M&A and system projects, and mentor junior accountants.

The Regional Advisory Consultant drives sales strategy and financial planning adoption through advisor interactions, fostering business growth and managing a sales pipeline.

Provide general office administration for Premier Trust: organize customer account files, handle mail, operate office equipment, deliver customer service, input/process data, maintain confidentiality, and comply with BSA/AML/OFAC and company policies. Participate in required compliance training and perform other assigned duties.

Provide FP&A support for Operations and Technology solutions: collaborate with business leaders on budgeting, forecasting, financial modeling, reporting, variance analysis, process improvements, automation, and internal controls to drive profitability and efficiency.

Provide on-site desktop/laptop hardware and software support: image and provision devices, troubleshoot OS and company-approved applications, manage BitLocker issues, document ITSM tickets, assist major deployments, maintain inventory, and support new hires and refreshes according to company procedures.

The role involves providing support to Financial Professionals by addressing their technology needs, resolving issues, and managing the help desk ticket queue.

The Advisor Support Representative provides customer service support to financial professionals by handling inquiries, processing forms, maintaining compliance, and improving service delivery. This role is an entry point for growth within the organization.