Deliver high quality client service in a professional, caring, and compliant manner.
March 12, 2020
Review and respond to emails as necessary and be a positive team member across the practice.
March 15, 2020
Utilize various financial analysis programs to produce requested results sought by a planner and/or advisor.
March 18, 2020
Document client contact/calls.
April 03, 2020
Seeks new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices and identifying high-impact activities.
April 08, 2020
Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses.
April 10, 2020
Assist with the development of financial plans and suggest alternative options and recommendations for review by supervisors and advisors.
April 14, 2020