Finance representative vs finance advisor

Differences between finance representative and finance advisor duties and responsibilities

Finance representative example responsibilities.

• Work in QuickBooks to process payroll, submit payroll taxes, manage accounts payable and record income.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Educate clients and provide financial and retirement solutions utilizing life insurance and annuities.
• Demonstrate ability to continually learn and apply that knowledge and execute necessary details involve with the risk management and securities industry.
• Facilitate timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.
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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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