Asset Preservation Strategies Inc., a collaborative wealth management firm in San Diego, CA is seeking a talented Client Service Representative. This position will serve as the key contact person for all account-related client requests and servicing. The position includes the responsibilities of assisting clients with their accounts, researching and monitoring account activity, and organizing client files. The position will also perform a variety of administrative functions to support the overall ...
Daily processing of accounts payable and receivable transactions. Duties include: Receipt of invoices, verification of transactions, prepare invoices for data entry,enter invoices for payment, all other clerical duties as assigned.
3+yrs. experience in office environment.
Oct 24 -
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