• Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning. • Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner. • Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards. • Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery. • Cultivate and maintain strong relationships with clients. • Understand clients' financial goals and preferences. • Identify opportunities for client growth and new business. • Stay informed on financial market trends and regulatory changes. • Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.