Administrative Associate

Job description

Application Deadline: 09/20/2026 Address: Street Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Books meetings with new prospects and prepares introductory package for the p…

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