Banner Image

All Services

Administrative & Secretarial

VA Dedicated to Efficiency and Growth

$10/hr Starting at $25

I have a BBA in Finance from James Madison University. Currently, I work during the day as a Client Service Associate for a portfolio manager who has over $600MM AUM. My daily duties include providing assistance to clients, handling hedge fund administration, resolving client problems, reconciling accounts, and monitoring daily activity of accounts. For my job, I have to be accurate and efficient. If there is a task that needs to be done, I get that task done on the same day, especially if it is a client with a problem. Keeping the clients happy and the business running smoothly is my job.

About

$10/hr Ongoing

Download Resume

I have a BBA in Finance from James Madison University. Currently, I work during the day as a Client Service Associate for a portfolio manager who has over $600MM AUM. My daily duties include providing assistance to clients, handling hedge fund administration, resolving client problems, reconciling accounts, and monitoring daily activity of accounts. For my job, I have to be accurate and efficient. If there is a task that needs to be done, I get that task done on the same day, especially if it is a client with a problem. Keeping the clients happy and the business running smoothly is my job.

Skills & Expertise

C++Client ServiceFinancePortfolio Management

0 Reviews

This Freelancer has not received any feedback.

Browse Similar Freelance Experts