Administrative Support

The Administrative Support team at Cadaret Grant plays a crucial role in enhancing the company's operational efficiency by managing essential tasks. The Website Administrator ensures the company's online presence is up-to-date and user-friendly, the Portfolio Administrator supports financial advisers by managing client portfolios and documentation, and the Benefits Coordinator oversees employee benefits programs, fostering a supportive workplace culture. Together, they provide vital assistance that allows advisers to focus on building strong, trust-based client relationships.