Calendar & Email Management
Scheduling
Bookkeeping - AP & AR
Business Communications
Training Manuals
Event Planning
Document & Forms Processing
Reporting
Billing & Invoicing
Bulk mail/email
Transcription

Are you a Financial Planner or Investment Advisor looking to hire a Virtual Assistant? Then look no further!!

I understand Investment Industry lingo
I have experience processing paperwork
I have extensive Microsoft Excel experience
I can provide exceptional client service
I can gather information and data