-Preparing and sorting documents for data entry-Entering data into database software and checking to ensure the accuracy of the data that has been inputted-Resolving discrepancies in information and obtaining further information for incomplete documents

Working with banks to set up the best terms and rates for the customer, and completing mandatory county, state, and bank documents.

-Assisting in management of routine customer requests and queries.-Preparing and documenting client details in accurate manner.-Developing reporting applications and delivery within timelines.-Coordinating with financial advisors relating to investment products and services.