Supports financial services by representing the senior financial advisor maintaining financial policy books; protecting financial information.
* Prepare financial documents that are presented to the clients.
Process all financial documents to completion.
* Prepares and secures financial information by gathering information; preparing financial statements; distributing; protecting clients information.
* Protects financial information by completing file backups; keeping information confidential
* Enhances financial services and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Corporate Finance, Organization, Confidentiality, Administrative Writing Skills, Telephone Skills, Meeting Planning, Reporting Skills, Supply Management, Scheduling, Microsoft Office Skills, Professionalism.Must be fingerprinted.