Norma Murillo Email & Phone Number

Santa Barbara, California, United States

Santa Barbara County, California, United States

Oxnard California

Provides middle-income families access to time-tested financial tools that have helped change the lives of countless families.Ensure no family is left behind by helping them develop a financial strategy to achieve their goals and dreams — whether it's to send a child to college, buy a home, retire comfortably or own a businessAdvocate the power of choice for their clients, offering products from many industry-leading companies.

Santa Barbara, California Area

Performed general duties, departmental assignment. Apply and establishes priorities and procedures. Routine task independent. Input and maintain data bases through the day. Prepare all bookkeeping documents before submitted to main bookkeeping department. Maintained daily accounts payable and accounts receivable up to date. Prepare daily bank deposits. Verify discrepancies. Taking care of phone calls, take messages, assist clients, vendors and employees with questions and needs. Prepare… Show more Performed general duties, departmental assignment. Apply and establishes priorities and procedures. Routine task independent. Input and maintain data bases through the day. Prepare all bookkeeping documents before submitted to main bookkeeping department. Maintained daily accounts payable and accounts receivable up to date. Prepare daily bank deposits. Verify discrepancies. Taking care of phone calls, take messages, assist clients, vendors and employees with questions and needs. Prepare purchase orders and other forms as need it. Place orders for products and supplies with vendors. Maintained weekly office and warehouse inventory. Take care of maintenance and performance of office equipment. Managed all packing and shipping products. Shipping and receiving (USPS, UPS, and FedEx) Prepare massive mailings as need it. Show less