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Provide administrative and operational support for wealth management: process wires, distributions, deposits, ACH and check printing; update trust system with market values, cost basis, and client data; reconcile daily trade settlements and cash; balance daily transactions and provide departmental back-up as needed.

Build and manage client relationships to define financial goals, analyze financial status, and develop comprehensive financial plans and investment recommendations. Ensure client satisfaction and compliance, conduct regular reviews, grow business through networking and prospecting, and stay current on markets and regulations to advise clients and internal teams.