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Sales Assistant-Financial Services

Company: CARTER, TERRY & CO., INC.
Location: Atlanta
Posted on: November 22, 2021

Job Description:

Provide administrative support to the financial advisors of the firm
Create proposals, presentations, and financial statements for clients
Update, maintain, or access client accounts, transactions, or documents
Assist operations manager with daily and monthly report
Support CEO/CFO during internal and external audits

Keywords: CARTER, TERRY & CO., INC., Atlanta , Sales Assistant-Financial Services, Accounting, Auditing , Atlanta, Georgia

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