Customer Support & Operations VA with 20+ yrs in finance/admin. I handle
Experience: Less than 6 months
I have been a tenured employee for an Australian client dealing with client meetings, file notes and e-mailing and assisting clients for queries and financial needs.
Experience: Less than 6 months
Preparing a Record of Advice, creating financial models, organizing meeting documents, and taking notes during meetings, including follow-up action items.
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