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Job Description
- Performing research and providing answers for any account generated inquiries.
- Contributing to defined projects or tasks under direct supervision, including annual reports, presentations to community, Minutes for meetings.
- Documenting processes or upgrading existing procedure manuals, producing precedents and updating client information on our files
- Developing product or service knowledge and competence in tools and business processes used in the department
- Assisting with documentation for the account opening process, including onboarding new clients and familiarizing yourself with the relevant compliance and tax considerations
- Assisting with annual duties on the accounts such as audit queries, payments and reporting
Job Skills
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Inclusion and Equal Opportunity Employment
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