... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
8 days ago
... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
9 days ago
... estate agents, bond originators, financial advisors, and other referral partners. ... to understand clients'' financial goals. Assess clients financial health, affordability, and ... solutions to clients facing financial challenges. Maintain comprehensive records ...
29 days ago
... . Prepare preliminary financial planning recommendations and product solutions for advisor review and ... Outlook and Excel. Experience with Advisor 360 and CRM systems, particularly ...
6 days ago
... on security, financial and operational metrics. Act as an advisor within the ...
15 days ago
... Liaise with external auditors, tax advisors, and regulatory authorities. Accounting ... annual budgets and financial forecasts. Monitor financial performance, providing variance ... . Strong understanding of IFRS, financial regulations, and investment accounting. ...
28 days ago
... years relevant experience in the financial services industry; Critical Competencies: ... and with all staff, contractors, advisors, clients, suppliers, partners and regulatory ... : Finance, maintain the divisions financial performance; In conjunction with the ...
5 days ago