• Account Paperwork
– Acquisition of appropriate documents
– Pre-filling of documents for clients
– Handle sending, receiving, and follow-up

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• Account Maintenance
– Management of periodic plans
– RMD calculation and tracking
– Troubleshooting at an account level

 

• Client Correspondence 
– Assist client with online access
– Send out client appreciation cards

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• Collect and enter data for reporting purposes

• Assist in maintaining calendar
• Submit marketing/correspondence to compliance for review
• Handle billing discrepancies
• Assist with prospecting
• Handle communication with other departments and custodians
• Process money movement requests