Assist with data entry and administrative tasks as needed. Provide general administrative support to the
and submit statements of accounts to customers as needed. Provide support during month-end and year-end
to deliver tailored solutions to meet the unique needs of each client. Their company culture is warm, family
adapted according to the customers profile and needs Prepare financial statements Provide assistance
clients and close the deal. To do an investment needs analysis To prepare and present a recommendation
clients and close the deal. To do an investment needs analysis To prepare and present a recommendation
adapted according to the customers profile and needs Prepare financial statements Provide assistance
to deliver tailored solutions to meet the unique needs of each client. Their company culture is warm, family
to deliver tailored solutions to meet the unique needs of each client. Their company culture is warm, family
operations.