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The Relationship Manager facilitates business growth through client relationship management, strategic input, and revenue generation. Responsibilities include business development, advising on sales strategy, managing risk, and ensuring compliance. Requires strong analytical and networking abilities, with a focus on sales and financial understanding.

Support an Investment Advisory team with administrative tasks, client service, and marketing coordination while ensuring compliance and confidentiality.

The Administrative Assistant supports Investment Advisors and branch operations by coordinating client services, scheduling meetings, preparing documents, and maintaining compliance and client database management.