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Provide operational support for wealth management advisors by performing data entry, onboarding and account maintenance, executing money movements, preparing paperwork, managing documents for compliance, coordinating with custodians and internal teams, and maintaining accurate client records.

The Marketing Executive is responsible for marketing commercial insurance, acquiring new business, retaining renewals, and analyzing trends in the insurance market.

Manage the lifecycle of household-goods and personal-effects claims, conducting investigations, analyzing coverage, negotiating settlements, and communicating with customers.

The Account Manager will service commercial insurance accounts, develop client relationships, and support new business initiatives while ensuring compliance with company practices.

The Account Manager will serve Personal Lines insurance clients, manage renewals, maintain relationships, and ensure client satisfaction while overseeing junior staff.

Support Account Managers with pre-renewal preparation, policy and system updates, loss run collection and analysis, certificate issuance, ACORD/application updates, and client service tasks to help manage commercial insurance accounts and renewals.

Sell and manage group employee benefits accounts: run RFPs, develop renewal strategies, present recommendations, coordinate implementation and service with account managers, track renewals, perform mid-year reviews, and stay current on legislation and products.

Provide professional client service and sales support for personal lines insurance accounts: process binders, endorsements, renewals, claims assistance, underwriting submissions, premium collection follow-up, and maintain accurate account records and agency systems.

Manage a book of commercial insurance accounts, support producers on client service, renewals and marketing, prepare transactions and documentation, liaise with carriers, troubleshoot claims/billing, identify cross-sell opportunities, maintain accurate account records and attend client meetings.

Manage a portfolio of high-net-worth clients and related entities; oversee preparation and review of complex individual, business, trust, and estate tax returns; coach and review Tax Associates; provide proactive tax planning integrated with wealth management; manage deadlines, workflow, and quality control; communicate tax law changes; support business development and technology/process improvements.