Prepare complex travel arrangements, itineraries, client info sheets, and trip folders.
May 25, 2022
Provide on-going support to financial advisors and investors, communicating information timely and accurately, and ensuring overall client satisfaction.
November 19, 2022
Assist financial advisors with the onboarding process, including website registration and the submission of investor subscription and AML documents.
January 07, 2023
Support high profile fund managers in their fundraising efforts by assisting their financial advisor clients through the subscription process.
February 16, 2023
Answers questions, directs requests to appropriate partners and works with other partners effectively to exchange information.
May 13, 2023