Bedfordview Bookkeeper to balance sheet for a portfolio of clients in different industries. Solid understanding
customer service area we focus in, such as Wealth portfolio's, short term insurance, Financial, and other areas
customer service area we focus in, such as Wealth portfolio's, short term insurance, Financial, and other areas
Preparation of presentations, quotations and client portfolio packs Assisting the Brokers in compiling reports
Preparation of presentations, quotations and client portfolio packs Assisting the Brokers in compiling reports
company book of clients to meet and review their portfolio providing professional financial advice and offerings
company book of clients to meet and review their portfolio providing professional financial advice and offerings
company book of clients to meet and review their portfolio providing professional financial advice and offerings