to employ an administrator to their Financial Advisors. Main duties and responsibilities include : Secretarial and service providers; Assisting the financial advisor in his job servicing existing clients as well as
to employ an administrator to their Financial Advisors. Main duties and responsibilities include : Secretarial and service providers; Assisting the financial advisor in his job servicing existing clients as well as
recommendations for financial management Serve as a trusted advisor to clients, offering expert guidance on accounting
include: Directors External accountants/auditors/advisors Management Team members
prepare tax returns Report on the company's financial health and liquidity Audit financial transactions and