Duties and ResponsibilitiesSupporting Investment Advisors as an Administrative AssistantIncludes but is not limited to the following duties:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client pa
Duties and ResponsibilitiesSupporting Investment Advisors as an Administrative AssistantIncludes but is not limited to the following duties:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client pa
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