As a Branch Operations Assistant, you will: Answer incoming calls to the branch as well as receive clients, vendors and prospects, during normal business hours. Be responsible for the client service & marketing functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill. Greet and direct incoming clients, visitors and business associates in a helpful, professional and pleasant manner. Answer inquiries from clients, prospective clients, and business associates; provides clients with quotes and current balances. Assist the Social Media strategy for Financial Advisor(s)/team, including LinkedIn, FA Website, Twitter, etc. Maintain FA/team website with frequent content posting. Prepare and present content ideas to marketing lead. Seek ways to enhance FA(s) business effectiveness and marketability. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Set up conference calls. Sort, process and route incoming and outgoing mail. Copy, fax, and file various materials as needed. Log Compliance files. File paperwork such as wires and branch manager daily reports. Perform other duties as assigned.