Financial Associate Responsibilities and Duties

Provide financial assistance to client in term of loss or death.

Analyze various financial services and solutions to ensure achievement of all financial targets.

Assist client to complete all his or her wishes and develop strategies accordingly.

Coordinate with clients to analyze requirements and design customized financial strategies.

Develop and maintain relationships with clients and generate business for organization.

Manage all invoices and prepare monthly and weekly reports for same.

Assist customer in all inquiries on phone.

Assist in reconciliation of all bank statements.

Maintain effective relationships with customers and ensure fulfillment of requirements.

Collaborate with Accounting Manager and ensure effective administration of department.

Monitor effective reconciliation of all data and sales reports.

Evaluate all travel expense reimbursements submit by employees.

Develop schedule for investment transactions and analyze efficiency of same.

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