• Prepare correspondence, reports, and coordinate special projects • Oversee projects, administration of various programs, and processing functions as needed • Drive client facing activity in the practice by scheduling meetings with clients • Update Salesforce with client contact and preference information • Assist Lead Advisors with preparation and follow up for client meetings • Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on • Research products, product pricing and contacting carriers for information • Answer basic questions for clients • Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve • Set up and retrieve reports in the portfolio management system • Other responsibilities as assigned by the Lead Advisor