individual who pays attention to detail and client care. Must be confident in retail and re-bookings. Minimum
individual who pays attention to detail and client care. Must be confident in retail and re-bookings. Minimum
with clients • Management and development of an Assistant • Keep abreast of changes by attending training
FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting operations with
with clients • Management and development of an Assistant • Keep abreast of changes by attending training
FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting operations with
business relationships with new customers. Provide assistance with implementing suggested plans and strategies
business relationships with new customers. Provide assistance with implementing suggested plans and strategies