What you will be doing:
- Prepare for client meetings by gathering relevant data, creating agendas, and producing reports and planning materials.
- Ensure timely follow-through on post-meeting action items, including CRM documentation, task creation, and client communication.
- Coordinate with external professionals (e.g., estate planning attorneys, CPAs) to support client objectives.
- Input and maintain accurate client data within financial planning software.
- Assist in developing and updating financial planning strategies in collaboration with the advi...
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