recommendation. Regulatory Examination for Representatives (RE5). 2 – 3 Year's proven experience as Financial
equipment is properly maintained at client sites. Sales: Identify opportunities to offer value-added services needed. Prepare sales documents and guide clients through the process. Submit sales documents for processing targets through consulting, support services, and sales activities. Personal Development: Keep clients and
issues around accounts payable processes (W-9, sales tax, etc.)
Confidentiality