forecast to management. Identify, give input into, and assist with the implementation of marketing strategies Provide reports and target tracking as required. Assist the team with other related functions when and
with clients • Management and development of an Assistant • Keep abreast of changes by attending training
FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting operations with
with clients • Management and development of an Assistant • Keep abreast of changes by attending training
FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting operations with
business relationships with new customers. Provide assistance with implementing suggested plans and strategies
business relationships with new customers. Provide assistance with implementing suggested plans and strategies
Year-End File for Audit. Asset Finance Report. Assists with budget panning and forecasting for transportation
ongoing training and education. Inventory Management: Assist in managing parts and supplies, ensuring stock