...Collaborate with field forces to ensure timely resolution and closure of team findings (e.g., AR overdue, SPAR, CLU etc.).
~ Branch Finance Operations: Accurate and timely review, recording and reconciliation of branch transactions including but not limited to:
~...
...We are seeking a detail-oriented and organized Remote Bookkeeping Assistant to join our finance team. As a Bookkeeping Assistant, you will support our accounting department in maintaining accurate financial records and performing basic bookkeeping tasks. This role requires...
...preferred but not required
Experience in sales is not a must but an advantage
Financial Planning and Retirement Planning skills
Finance and Investments Advisory knowledge
Willing to pay and take the exam for license
Strong analytical skills
Excellent...