




 |  Services: General Listing (Additional services provided upon request)
- Microsoft Applications: spreadsheets, letters & memos
- Quickbooks/Accounting-Invoicing, bill payment & receipt, reconciliation
- Coordinate and document networking leads
- Create worksheets, letters and/or emails for lead follow up
- Client calls, emails and document distribution
- Scheduled mailings for client retention
- Hand write, order and/or arrange gift and card delivery (including holiday cards)
- Invitation, letter and card labeling and mailing
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