• Provide daily administrative support to designated registered representatives and existing and potential clients • Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc. • Perform account maintenance including opening new accounts, money transfer requests, executing orders, address changes, etc. • Ensure that all assigned trading transactions are executed in a timely and accurate manner • Maintain close contact with clients to ensure they are informed about industry changes and deepen relationships • Educate and coach business partners on current market conditions, products, compliance and operational duties • Support multiple registered securities representatives or representatives with very large books of business • Work closely with Banking Center or Private Bank partners to identify new client opportunities and deepen existing client relationships