About

I'm Christine's AGC. My Work Responsibilities – Compliance Assistant Conduct Orientation Calls: Host orientation calls with new clients and train Account Executives (AEs) to ensure consistency and clarity in onboarding. Legal Document Preparation: Draft Power of Attorney documents and Board Resolutions in accordance with client and regulatory requirements. Client Support & AE Training: Provide assistance to website clients and conduct training sessions for AEs to enhance their support capabilities. Document Review: Review documents submitted by clients to verify completeness, accuracy, and compliance with applicable guidelines.

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