It has been my pleasure to be a helper making sure the information in files and the database is organized and accurate, as well as answering phone calls to help point our clients in the right direction. I began my journey here with purging old files and updating the database. After a few months, I learned new tasks, such as, answering the phone, making packets, scanning documents, and cleaning the office. Now, I am able to book appointments, organize client files, and complete marketing projects. I continue to learn and develop my skills with every new day.
FREE ALTCS Assessment
Find out if you are potentially eligible for ALTCS.
FREE IOT Need Assessment
Find out if you may need an Income-Only Trust.