About
- Project and Account Management
- Invoicing, Payments, Reconciliation
- Project Performance Analysis
- Knowledgable in using BQE Core, Monday.com, Vendor Systems
- US Payroll and Benefits
- Meeting with clients to determine their financial objectives, goals, risk tolerance, income, expenses and assets.
- Offering strategic advice on products investments, insurance coverage and debt management tools
- Preparing financial documents, such as income projections and investment reports
- Social Media Management
- Ensures trainings and proper systems for the team
- Monitoring of activities
- Marketing strategies
- Payments and updates
- Handle concerns of the team
- Overall operations in Production, Activation, Recruitment and Marketing.