Certified financial planner Staten Islandvalid until: 15 Jun 2019date published: 15 Jun 2018
Looking Certified Financial Planners Company in Queens, Brooklyn & Staten Island? Find newsletter articles, calculators, and research reports at LPS Financial.
Visit Site:- http://www.lpsfinancial.com/
CERTIFIED FINANCIAL PLANNERS QUEENS, BROOKLYN & STATEN ISLAND
Welcome to LPS Financial, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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web site: http://www.lpsfinancial.com/
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Responsibilities:•Prepares asset, liability and other account entries by analyzingaccount information and producing supporting schedules.•Recommends financial actions by analyzing accounting options.•Maintains accounting controls by preparing and recommending policiesand procedures.•Guides clerical staff by coordinating activities and answering questions.•Reconciles financial discrepancies by collecting and analyzingaccount information.•Prepares payments by verifying documentatation and requesting disbursements.•Answers accounting procedure questions by researching andint...
date: 22 Sep 2018 - 22 Sep 2019
Duties and Responsibilities:• General Administrative Duties• Data entry review and reconciliation• Electronic File management (Scanning, renaming, records attachment)• File management and organization• Process documentation, demonstrations and training• Software system testing• Reception and Phone coverage as neededQualifications:• Strong organizational and administrative skills• Professional and approachable, positive and outgoing• Strong Microsoft Office skills (Excel, Word, Outlook)• Excellent co...