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A Personal Assistant (PA) to a financial advisor manages administrative workflows, coordinates client onboarding, prepares review meeting materials, and maintains CRM records. The role ensures absolute accuracy and confidentiality while acting as a primary point of contact between the practice, clients, and product providers. Key Responsibilities Client Services & Onboarding Act as a main contact for client inquiries and routine follow-ups. Gather and check client data, fact-find sheets, and ne…