Administrative Support: Schedule meetings, handle office administration, and manage correspondence with clients and service providers.
Client Assistance: Assist financial planners in servicing new and existing clients, preparing documentation, application forms, and follow-ups.
Data Management: File, capture client data, and update spreadsheets and word documents.
Transaction Follow-ups: Ensure the smooth implementation of new business and track client transactions.
Client Communication: Be the initial point of contact for client queries and provide telephonic support. […]
Industry experience in...