This full-time, hourly position supports one or more investment executives and serves as a back up to other Client Service Associates as necessary. The primary responsibility is to serve the needs of the investment executives with regard to servicing customers and fostering a positive relationship between clients and the firm.
Responsibilities of this position include, but are not limited to:
Answering phones and preparing correspondence
Submitting client ...
Responsible for preparing and analyzing financial reports for individuals and companies. Audit financial reports for compliance and review company's financial status to ensure there are no discrepancies.
Maintain and audit company financial records.
Oversee budget and financial management.
Perform duties related to bookkeeping, preparation of government audits, taxes, and financial planning.
Recommend fiscally advantageous methods to save money.
Work with tax returns and analyze ...
Jun 12 -
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