Assist clients with investment and / or insurance requests, maintain all client investment summaries, print and organize annual tax forms as needed, maintain spreadsheets on all annual business investments, manage the office on a day to day basis, ad-hoc requests as needed

Business closed

Assist clients with investment and / or insurance requests, maintain all client investment summaries, print and organize annual tax forms as needed, maintain spreadsheets on all annual business investments, manage the office on a day to day basis, ad-hoc requests as needed

Scheduled and ordered materials for production lines to manufacture automotive parts for sites including, but not limited to, Mexico and Brazil. Maintained constant contact between production lines and clients to ensure clients received their orders in a timely manner.