We are seeking a reliable and detail-oriented individual to support an independent advisor franchisee with a financial advisory practice. This role is essential in maintaining smooth daily operations, providing support, and delivering excellent client service. Key Responsibilities Review and update client information as needed for client review meetings. Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. Manage and resolve client service problems Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and effi