19 years' experience working in financial services assisting with annual review preparations, providing support with quarterly billing reports, accurately updating internal databases with 2b-1 fees, fund conversions & account reconciliation, and managing all compliance issues
Candidate:
AHOL1
Compensation:
$22.00 - $24.00/hour
Available for Job Types:
Part-Time, Temporary,
Quick Facts
- Exp Working w/High Net Worth Advisory Clients
- BS in Human Development from Virginia Tech
- QuickBooks, Morningstar Principia, Moneytree FP