As a Finance Associate at W3, I work closely with our financial advisors and paraplanners to ensure client meetings are accurately documented and that all team members stay aligned on key client information. By capturing detailed meeting notes and maintaining up-to-date records, I help support clear communication and continuity within the planning process.
In addition to assisting with documentation, I help update client forms and ensure back-end processes run efficiently. My role plays a key part in keeping operations organized and enabling our team to deliver a seamless, client-centered experience.
