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Administrative & Secretarial

Financial Focused Administrative Service

$25/hr Starting at $25

With 25 years of experience working alongside financial advisors, I've got experience to handle trades, paperwork, NCAF, KYC, compliance and more.

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$25/hr Ongoing

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With 25 years of experience working alongside financial advisors, I've got experience to handle trades, paperwork, NCAF, KYC, compliance and more.

Skills & Expertise

Administrative AssistantComplianceFinancial AccountingFinancial Advisory

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