What is Your Role in the Organization?
Are you the Trusted Advisor to retail clients? Are you a Subject Matter Expert in a narrow field of Finance? Are you an Administrative Support person? Select the role that best describes you below...
Administrative Manager
I am the chief administrative support person designated to coordinate, gather documents, and organize our team in preparation for client meetings
SME Support Person
I am the chief support person (and point-of-contact) for a Subject Matter Expert on the team.
