testing and analysis of financial data - Prepare audit work papers and documentation in accordance with auditing Office and audit software - Ability to work independently and as part of a team - Strong communication and
customer service and responding to inquiries in a timely manner - Support Financial Advisors in developing planning concepts - Excellent organizational and time management skills - Proficiency in Microsoft Office written and verbal communication skills - Ability to work effectively in a fast-paced, team-oriented environment growth and development - Supportive and collaborative work environment - Health and wellness programs If you