- Provide day-to-day operational and administrative support to Savvy wealth managers.
- Execute client tasks, requests, and inquiries in a timely manner.
- Improve internal procedures to enhance the advisor and client experience.
- Streamline prospecting, closing, and onboarding, including documentation and account transfers.
- Execute investment transactions and handle account billing and performance reporting.
- Coordinate with external professionals like CPAs, attorneys, and insurance agents.
- Maintain accurate client data in Salesforce and other internal systems.
- Ensure adherence to all required compliance policies and procedures.
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