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概要
Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage,investment planning, cash management and other areas to help them reach financial objectives. Managing and updating client portfolios.
工作经历
Financial Advisor
Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management. Managing and updating client portfolios.
Office Assistant
While employed with PYA my responsibilities as an office assistant were maintaining office records, in-house communication, curating in-house activities, meeting arrangements and drafting of meeting notes.
