Others at Wf

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence

Facilitate Financial Advisor and client requests for account related information and/or quotes

Schedule and prepare for appointments with new or prospective clients

Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)

Execute various administrative functions for the Financial Advisor(s) and Branch Management

Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships

Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

Wf

Others

Role Overview

About Wf

Key Responsibilities

Requirements & Eligibility

Required Skills & Tech