As a Family Financial Officer, I have:  

1. Shopped for mortgage loan terms.
2. Balanced checkbooks.
3. Analyzed budgets to decide whether to pay something off or save.
4. Reviewed credit reports and prepared letters to close requested accounts.
5. Helped clients through loan transactions providing information to bankers.
6. Delivered paperwork to open accounts.
7. Scanned financial records to archive.
8. Notarized documents.
9. Set-up Quicken and updated QuickBooks transactions.
10. Entered business cards in ACT! database management systems.
11. Brain stormed marketing and business development ideas for a business.
12. Helped a college student to become "bank friendly."
13. Jointly interviewed investment advisors.
14. Organized financial records.

 
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