Client servicing and follow-ups - Assist advisors in scheduling client meetings, following up on documents, and ensuring smooth communication with clients.
Policy and investment administration - Prepare, submit, and track insurance applications, investment forms, and policy servicing requests.
Compliance and documentation - Ensure all client documents, KYC forms, and regulatory requirements are properly completed and filed.
Portfolio and reporting support - Help prepare client portfolio summaries, investment reports, and meeting materials for advisors.
Operational and administrative support - Maintain client databases, manage appointments, coordinate seminars/events, and support day-to-day office operations.
