Beavercreek Support Staff


 

 

 

 

 

Chris Murlin works as an administrative assistant for investment advisers at the Beavercreek, Ohio office of Smith, Moses and Company, LLC, (SMC), an independently owned financial services firm specializing in financial and estate planning.

   

Chris has been at SMC since 1997 and performs a variety of administrative duties that include:

  • Processing new accounts and account servicing,
  • Processing paperwork and checks,
  • Scheduling appointments,
  • Ordering prospectuses (keeping them current and in good order),
  • Handling telephone duties,
  • Maintaining client files, and
  • Serving clients’ needs.

 

At SMC, we believe, she is known for her attention to detail, high level of professionalism, loyalty, and trust.