South Burlington, VT30+ days ago
This may include preparing reports, meeting with the lead advisor, reviewing client accounts, updating financial planning software, ensuring appropriate documents are on file, requesting necessary documents to ensure compliance documents are up to date, and reviewing past meeting minutes, etc. Key Qualities and Skills: Relationship-focused, strong communication skills, driven to help clients, problem-solving abilities, customer service skills, ability to work independently, and commitment to lifelong learning.