Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm
annual financial statements and reports on Caseware •Assist with budget preparation and forecasting •Maintain EMP returns and handle tax queries independently •Assist with audits and other financial reporting requirements
the allocation of claim reserves / outstandings Assist with administrative functions and projects on the filing system (including the renaming of documents) Assist brokers with general and claims related queries
the allocation of claim reserves / outstandings Assist with administrative functions and projects on the filing system (including the renaming of documents) Assist brokers with general and claims related queries
loaded as needed. Personal Finance of the Owner: Assist the business owner with personal tax documentation businesses and Personal Insurance of the owner Assistance with International Investments and Financial
loaded as needed. Personal Finance of the Owner: Assist the business owner with personal tax documentation businesses and Personal Insurance of the owner Assistance with International Investments and Financial
telephonically and by email (relating to claim progress) Assist brokers with general and claims related queries the allocation of claim reserves / outstandings. Assist with administrative functions and projects on the
keeping the practice tidy. Preparing patients files Assisting patients in filling medical forms Maintaining inquiries / emails daily Answering phone calls Assists doctor, practice manager, and patients Contacting
keeping the practice tidy. Preparing patients files Assisting patients in filling medical forms Maintaining inquiries / emails daily Answering phone calls Assists doctor, practice manager, and patients Contacting
telephonically and by email (relating to claim progress) Assist brokers with general and claims related queries the allocation of claim reserves / outstandings. Assist with administrative functions and projects on the