- Truist (Coral Gables, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Truist (Coral Gables, FL)
- …in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing travel time ... Submit and process certain operational requests as instructed by the financial advisor and/or client. These may include: funds distributions, deposits of checks,… more