... -monthly Meet with the Office manager (discuss office operational matters and ... -related tasks) Monthly Payroll Invoice Clients Produce Management accounts Shareholder reporting ...
9 days ago
... financial services firm is seeking a highly analytical and detail-oriented Client Investment ... and outsourced platforms. Key Responsibilities: Client and Product Tax Oversight: Support ... Tax teams in ensuring accurate client tax reporting, including IT3 ...
2 months ago
... senior stakeholders such as Wealth Managers b. Communicate complex financial insights ... . b. Work directly with Finance Manager on special initiatives and cross ... processes and recommend changes c. Review service provider agreements Required Experience 3-5 ...
2 months ago
... long-term insurer, and treasury services. Our client is looking for a legal ... financial services agreements and general commercial documents Draft and vet client ... in the non-banking financial services sector Technical Skills: Proficiency in Microsoft ...
2 months ago
... The company includes various financial services providers, a retirement fund administrator, a ... advisor within non-banking financial services COMPUTER COMPETENCY REQUIREMENTS Outlook ... nature) Drafting and vetting of client documentation and correspondence
3 months ago