... ongoing client communication. Financial Planning Support: Collaborate with financial planners to ... completing of needs internal and external agreements and documentation Maintain accurate ... and documentation for internal and external audits. Adhere to all ...
3 days ago
... of clients; Provide multilingual support to members in the mining ... certifications; Develop knowledge of financial products, retirement funds, and regulatory frameworks ... coaching and benefit counselling; Support various departmental projects and initiatives ...
2 days ago