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Support Senior Client Advisors with account management and business development for personal trust and investment accounts. Handle daily account transactions, coordinate investment and asset transfers, prepare reports and presentations, calculate trust payments, coordinate tax and beneficiary information, maintain client records, assist with internal reporting, and perform special projects to deliver high-touch client service.

Coordinate and manage tax documentation and return deliverables with third-party vendors and client advisors. Maintain project files and workflow tools, prepare Excel-based reports, facilitate tax payments and filings, and assist with retirement account documents and special projects.

The Investment Associate supports Portfolio Managers by preparing reports, conducting portfolio analysis, researching investments, and inputting trades, fostering collaboration within the Investment Department.

The Vice President, Portfolio Manager will manage client portfolios, implement investment strategies, and contribute to business development efforts while maintaining client relationships and communication.