While you guide your investment choices, the custodian is responsible for holding your assets, executing the purchase or sale of assets,
keeping accurate records of those transactions and reporting them to the Internal Revenue Service.
Located, checked and pulled
records for Authorized Service Centers,
while keeping organized documentation for claims purposes Contacted customers regarding unpaid and overpaid accounts to resolve all discrepancies Prepared
accurate financial statements including: invoicing, research discrepancies, maintained reconciliations, end - of - quarter documents and compiled financial reports and graphing tables for payment Answered and managed incoming and outgoing calls,
while recording accurate messages Processed, packaged, and labeled all packages with Fed - Ex labels for the correct locations.