Version One Management Inc is a quality assurance company that provides quality assurance analyst services to customers. They specialize in ensuring that products and services meet quality standards.
Requirements:
- Assisting with client meetings and preparing financial plans - Managing paperwork and maintaining client records - Conducting research on financial products and services
Description:
A Paraplanner provides administrative support to financial planners, assisting with client meetings, preparing financial plans, and managing paperwork.
More Information:
- Bachelor's degree in finance, accounting, or related field - Knowledge of financial planning concepts and practices - Strong organizational and communication skills - Attention to detail
