Looking for Full-Time work (4 hours/day) at $9/hour
Bachelor's Degree
English proficiency Fluent
I am currently assigned to Absolute Wealth Advisers as a Adviser Support Specialist.
I oversee ensuring the data and paperwork preparation is being done accurately and efficiently ufor all of our clients before and every after annual reviews.
Additionally, I am in charge of drafting and sending out the engagement and fee disclosure statements to prospective clients and complete necessary forms. When paperwork needs to be signed or a meeting needs to be arranged, I may also contact the client
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