Focus on: a. ALC’s and Retirement Communities for Ad Revenue b. Identify and Target Potential Business Partners: Focus on industries such as health & wellness, financial planning, Technology, Legal Advice, Lifestyle & Leisure c. Reve[...]
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to te[...]