Investment Advisory Support

Investment Advisory Support role assisting Investment Advisors and IA Team with day-to-day administration, client service, and branch operations. Responsible for coordinating marketing activities for the advisory team, preparing for client meetings, handling basic money movements (wires/transfers), account openings and updates, generating reports, maintaining client databases, and ensuring tasks are properly assigned and completed. Focus on delivering an exceptional client experience, developing rapport to retain and grow client relationships, and supporting with technology issues and training related to new tools. Collaborative, compliant, and confidential support to help advisors manage a portfolio of clients while aiding in delivering investment-related advice, sales, and services to clients. Salary range provided; benefits include a comprehensive package and opportunities for professional development within a bank/wealth management environment.