- Maintain presence at front desk, answers phones and directs calls, greet clients, escort clients to conference rooms, and serve clients a beverage.- Maintain conference rooms and keep supplies filled.- Provide clients with password and minimal technical assistance for statements- Prepare detailed client meeting packets for monthly, quarterly, or annual account reviews according to each client’s packet requirements for advisor meetings.- Run reports & update Investment Charters and Beneficiaries for client meetings.- Respond to walk-in client needs.- Maintain client files by filing client related forms and notes.- Complete verification calls to clients as requested.- Peer Review client service specialist work to verify for accuracy, and provideadditional client services as knowledge increases.

About Harbour Trust & Investment Management Company

The foundation of Harbour Trust is relationships. Over 25 years after its inception, our clients continue to be the focal point of our business. We help them achieve their financial goals by building strong and trusting individual partnerships. As an independent Trust Company, Harbour Trust has enjoyed years of financial stability due to strong senior leadership. Our dedicated and experienced financial professionals combine their financial acuity, experience, and deep-seated sense of responsibility to manage each client's assets. Harbour Trust adheres to the most strenuous regulatory standards ensuring that our clients can rest assured that their assets are in good hands.