James Danison

Worked with Raymond James to create new financial accounts for clients, transfer client assets, maintain up to date client information and assist clients accessing their financial information.

Spoke with clients on a regular basis to answer any questions they might have about the financial services we provide and help process their requests.

Maintained a list of mutual funds and ETFs on Morningstar and prepared daily reports on them for our manager.

Prepared PowerPoints on the general state of the markets and performance of specific client portfolios for client presentations.

Reviewed client contracts to ensure each client was being billed at the proper rate.

Organized business invoices for services such as electricity, gas and WiFi.

Helped automate the firm's billing using BillFin on Raymond James.