Responsibilities:Support advisors with client service, account maintenance, annual reviews, and financial planning activitiesPrepare investment proposals, financial plans, and advisory review materialsProcess investment and advisory account paperwork, transfers, funding, and tradesExecute buy/sell and rebalancing transactions while monitoring account activityParticipate in client meetings and assist with investment plan development and presentationsProvide ongoing client support regarding advisory products, performance, and service requestsMaintain accurate documentation and ensure compliance requirements are met. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.