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Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers 

Work with Advisors, as well as a larger regional team of Administrators 

Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly 

Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services 

Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards 

Support and participate in the research and resolution of a va...