Operations and Administrative Team

About

The Operations and Administrative Team at Balentine is responsible for ensuring smooth internal workflows and providing essential support across the firm. This team handles a range of tasks, including client operations, executive support, office coordination, project management, IT management, financial accounting, and detailed reporting. They play a critical role in maintaining efficiency, supporting client service initiatives, and enabling the firm's financial advisors to focus on delivering top-tier wealth management and financial planning services.


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