Two to five years of related financial-services, wealth-management, brokerage, banking, clientservice, or advisor-support experience preferred; an equivalent combination of education and experience will be considered • Prior responsibility for new business, account administration, client service, advisor support, or similar work in a regulated financial environment • Series 7, Series 66, and Life/Health insurance licenses preferred but not required for every assignment; willingness and ability to pursue required registrations within an agreed timeframe may be necessary • Experience with RMD processing, insurance applications, estate settlements, trading, money movement, meeting preparation, or paraplanning is especially valuable • Solid understanding of client-service workflows, account documentation, confidentiality, regulatory disclosures, and detail-sensitive processing • Excellent written and verbal communication, sound judgment, empathy, and the ability to serve as a confident primary client contact • Strong organization, follow-through, and the ability to manage multiple priorities and deadlines with limited day-to-day supervision after onboarding • Proficiency with Microsoft Excel, Word, Outlook, Teams, Adobe, CRM platforms, workflow systems, databases, and related business technology • High integrity, discretion, accountability, and a collaborative approach to supporting advisors, clients, and teammates across locations • Ability to work onsite in the assigned Dayton, Tucson, or Louisville office. • Schedule and prepare for client reviews, phone reviews, and financial-planning meetings; coordinate meeting materials, confirmations, documentation, and follow-up • Coordinate with custodians, product partners, home-office resources, and internal teams to complete service requests accurately and on time • Depending on assignment, experience, licensing, and role authority, support trading, transactions, money movement, advanced planning data gathering, or other paraplanner responsibilities • Provide cross-office coverage, assist with growth or referral-event follow-up, train newer assistants when appropriate, and contribute to special projects and workflow improvements • Support Financial Advisors with marketing initiatives, lead-generation activities, and clientacquisition efforts • Follow all practice, regulatory, privacy, recordkeeping, and information-security requirements.