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Private Wealth Management Team Administrator
POSITION SUMMARY: The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests. The role requires a highly organized individual with strong attention to detail and the ability to multi-task. DUTIES and RESPONSIBILITIES: Manage calendars and coordinate internal and external events and meetings for the team, including logistics, attendees, materials and communications Monitor email, answer phone calls, mail services, general copying, filing and scanning Schedule travel and process expense reports Assist with client and prospect meeting preparation Proactively participate in firm initiatives directed by local manageme


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