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Key Responsibilities 1. Accounting, Bookkeeping, and Tax Compliance Reporting • Lead onboarding for new clients availing Monthly Retainer Engagement (MRE) services, including kickoff meetings, document and account setup, compliance calendars, and briefing the assigned Junior Accountant.
Broad Functions Broker Recruitment and Training Assist Brokers in the Suntrust Sales Process Documentation processing of broker sales Activate Laguna Based Brokers Assist in all Laguna Sales Activities Qualifications: Bachelors degree in any Business-related course, Education, Humanities,