Brad Gould

Open and Closed Accounts (IRA’s, Roth’s, TOD’s, Trust’s), Correspondence, Distributions, Contributions, reallocating accounts, trades, transferred/rollover accounts, created legal documents for clients (Rocket Lawyer), Auditing, professional communication, effective representation on projects, new client discovery participant.

Made Updates to Client’s Portfolios in EMoney, Created Excel Worksheet Documents to Assist My Mentor in Calculating Certain Investment Strategies and Assisted in EMoney Navigation During Client Meetings.

I Would do basic income tax for customers who did not know how to do their income taxes.

Collect and deposit funds for clients, collect loan payments, provide customer service to ensure customer satisfaction, available to troubleshoot issues when the virtual system had technical issues.

Assist customers, collect payments, and issue shipping labels. Problem solve and troubleshoot customer concerns and insure customer satisfaction. Track packages to ensure correct delivery. Balance register daily.

Organize and update office and financial files, prepare mail, deliver files to local attorney offices, run errands for the office as needed.

Greet and assist customers, collect payments, answer the phone, set up new accounts, activate phone service, and schedule appointments.