Associate finance representative vs finance advisor

Differences between associate finance representative and finance advisor duties and responsibilities

Associate finance representative example responsibilities.

• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Prepare relate documents for annuities and wire tickets for investments.
• Implement and provide ongoing comprehensive financial and retirement planning for individual clients using insurance, annuities, and securities.
• Compile capital vendor lists, analyze bank reconciliations, process goods receipt/invoice reports, and generate company codes while extensively learning excel
• Remain up to date on all HIPAA regulations to ensure compliance with guidelines are met.
• Generate reports, update patient files and ensure that patient information in keep confidential and in compliance with HIPAA.
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Finance advisor example responsibilities.

• Manage all budget and forecast submissions into Hyperion.
• Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
• Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Research eligibility and status of all Medicare and Medicaid patients.
• Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
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