Teams at EP Wealth Advisors

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, and present recommendations to clients while maintaining strong client relationships.

Process vendor invoices, ensure proper coding and approvals, and handle payment processing (ACH, wire, credit card, checks). Monitor AP inboxes, respond to vendor inquiries, maintain vendor records and documentation, assist with reconciliations, and improve efficiency using ERP and AP automation tools.

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, coordinate with portfolio management, operations, and financial planning, document interactions in CRM, support marketing referrals, ensure compliance with regulations and firm policies, and assist business development and client retention efforts.