Answered all incoming calls and handled caller’s inquiries. Responded to guests and public inquiries. Demonstrated ability to deal with phone and email inquiries. Filing. Maintained a sufficient record of office supplies. Picked up and delivered the mail. Maintained the common filing system. Provided word-processing and clerical support. Organize/process tax returns.
W Wealth Strategies LLC is a full-service Financial Planning & Wealth Management firm based in New York City. We assist clients throughout the US, who value a comprehensive and objective approach to financial planning services. Our highest priority is to help our clients maximize wealth accumulation and formulate generational preservation strategies.