The associate will manage the firm's operational backbone by processing investment and insurance paperwork, maintaining accurate CRM data, and ensuring seamless client onboarding. They will serve as the primary point of contact for client inquiries and proactively coordinate workflows to support advisors.
The bookkeeper will manage day-to-day accounting operations, including accounts payable, accounts receivable, and payroll coordination. They are also responsible for monthly close procedures and preparing accurate financial reports for management.
Deliver proactive tax planning, integrated strategies, and compliance services for high-net-worth individuals and business owners. Collaborate with Wealth Advisors to align tax considerations with holistic financial, investment, and estate planning objectives.
The role involves managing daily tasks, priorities, and projects while ensuring no items are overlooked. The coordinator will handle inbox management, general coordination, and proactively resolve operational issues.
