Be the Foundation for Financial Success.Supporting Investment Advisors as an Administrative AssistantDuties Include but not limited to the following:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed
Be the Foundation for Financial Success.Supporting Investment Advisors as an Administrative AssistantDuties Include but not limited to the following:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed
Accounting Technician I: Process, Pay, and Communicate Your Way to Success -processes invoices and prepares and distributes checks. Possesses good communication skills to interact with internal/external customers and processes departmental mail.Responsibilities:Job Responsibilities:-Processes check requests and prepares payments for distribution.-Sorts and distributes departmental mail.-Assist, investigate and responds to all requests pertaining to area of
Accounting Technician I: Process, Pay, and Communicate Your Way to Success -processes invoices and prepares and distributes checks. Possesses good communication skills to interact with internal/external customers and processes departmental mail.Responsibilities:Job Responsibilities:-Processes check requests and prepares payments for distribution.-Sorts and distributes departmental mail.-Assist, investigate and responds to all requests pertaining to area of
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