- Checks your Alerts each business day and lets you know if any need your attention
- Processes Money Money transactions and keeps you updated on the status of them
- Opens new accounts and submits appropriate paperwork for related actions as directed (ACATs, beneficiary designations, Move Money instructions, etc.)
- Sets up and follows systems for recurring requirements (for example: advisory account review notes, RMDs, birthday cards, scheduling client annual reviews, etc.)
- Keeps your Client Relationship Management (CRM) system updated — or helps you build one if you haven’t setup a CRM yet
- Pulls reports for client meetings
