records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position. Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness
including preparation of income tax returns (companies, trusts, individuals, tax exempt institutions)