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Support the compliance team by managing office workflows, maintaining client and regulatory documentation, updating CRM records, liaising with vendors and clients, assisting financial advisors, and collaborating with leadership to improve processes and ensure regulatory adherence.

Support financial advisors by preparing client meeting materials, managing client communications and account servicing, maintaining accurate data in the CRM, coordinating service workflows, preparing investment summaries, and adhering to compliance and firm procedures.

Oversee daily office operations and workflows, coordinate schedules and meetings, maintain client documents and CRM records, support financial advisors, onboard and train new hires, liaise with vendors and clients, and implement process improvements to ensure efficient, professional client service.

Provide front-desk support and administrative assistance: greet visitors, manage calls and correspondence, schedule appointments, perform data entry, maintain records and supplies, assist customer inquiries, support office tasks, and handle confidential information professionally.

Provide professional front-desk support: greet clients, manage calls and emails, schedule appointments, perform data entry, maintain records and supplies, assist with client inquiries and general office administration while handling confidential information.