Xcede Group Ca Financial Appointments Fidelity Services Group Jobs in Tokai | 6

... financial planning, previous investment research and portfolio analysis experienceMust be a Holder of or working towards a CFP certificationStrong Microsoft Office suite (excel) knowledgeStrong product, tax, wealth management and financial planning knowledgeMust be analytical and a ...

... services support. Responsibilities: Manage and escalate client issues and concerns Build and maintain strong client relationships Act as CRM system support, ensure the database is accurately updated with client informationManage and complete presentations for client meetings and pitchesLiaise ...

... Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth Manager/CEO, efficiently and effectively manage their diary as well as their needsManage and prepare for client meetings, quarterly, bi-annual, and annual ...

... financial transactions, including the preparation of management account journal entries.Prepare and review monthly Income Statement and Balance Sheet Schedules, ensuring accuracy in all reconciliations.Handle AP Foreign creditors and evidence of importation with meticulous attention to ...

... financial transactions, including the preparation of management account journal entries.Prepare and review monthly income statement and balance sheet schedules, ensuring accuracy in all reconciliations.Handle AP foreign creditors and evidence of importation with meticulous attention to ...