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Financial assistants generally work under the supervision of some senior personnel from the finance department like a finance manager who guides them, and gives directions to perform the relevant accounting and. The development of executive benefits plans and corporate buy/sell. A financial advisor assistant, or financial planning assistant, works as a junior associate in a planning firm by providing support to the senior financial planners within an organization on such tasks as research, drafting, and the completion of habitual tasks. Clients can be commercial enterprises, institutional groups/societies or private individuals. Role of a financial advisor (mungkin 2021).
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We endeavor to offer a comprehensive range of financial services, including the management of individual insurance plans and investment portfolios;
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