• Used consultative appointments focused on analyzing existing client situations and identified opportunities for improvement. • Backed up financial advice with accurate and current advice on industry trends. • Offered clients strategic advice across financial products and services to meet debt management, insurance coverage and investment needs. • Generated referrals from service providers, solicitors, and valuers.
• Assist staff with payroll. • Create and update databases and records for financial and personal information. • Prepare monthly, quarterly, and annual financial reports. • Coordinate and schedule activities throughout the company to ensure compliance.
Recent College graduate looking for his next opportunity to expand my knowledge and practice as well as apply what I've learned.