Found Description
Key Responsibilities
Wealth Management Operations
- Prepare client meeting materials, reports, and required documentation with a high degree of accuracy.
- Process financial transactions and maintain complete supporting records.
- Monitor and follow up on trades to ensure timely execution and resolution of any outstanding issues.
- Support the ongoing administration of client investment accounts.
CRM Management
- Take ownership of the firm's CRM platform, ensuring client information remains accurate and up to date.
- Manage automated workflows and client service processes.
- Identify opportunities for client engagement and business development through CRM data and reporting.
- Maintain data integrity and support operational efficiency through effective CRM management.
Insurance Servicing
- Manage in-force insurance business and respond to client serv...