• Provides high quality operational support to Financial Advisors and their clients, as well as administrative support to Regional Sales Managers. • Responsible for the daily administrative operations for assigned Financial Advisor(s) and Regional Sales Managers. • Execute special or continuous research and complex data analysis. • Research and obtain information for routine reports and special assignments. • Plan, prioritize, and execute specified projects and initiatives, establish timelines, milestones, communication and reporting touchpoint for Sales Managers and relevant parties, consult with managers and vendors as necessary. • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. • Onboards new clients while ensuring all required documentation is complete and accurate and monitors the incoming transfer of new assets. • Responsible for assisting clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. • Processes client transactions, such as deposits and withdrawals, while ensuring compliance with regulatory requirements. • Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports. • Creates and maintains records and files utilizing Client Relationship Management (CRM) software. • Ensures required client paperwork is current with firm and industry requirements, rules, and regulations. • Assists Financial Advisor(s) with marketing efforts including seminars and other client facing events. • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. • Functions as a part of a larger team dedicated to helping achieve Fulton Financial Advisors' overall sales goals.