112 Job openings found

Role: Software implementation and ongoing data management service Job Description: Assisting the US clients with on-boarding data across investment vehicles and Accounting (Initial and on-going) Prioritizing projects across clients, investment accounts, data entry and reconciliation, etc. Coordinating periodic reviews with clients to ensure sanity of database Working with clients (wealth owners, accountants and CA’s) on ...

Develops a relationship with engagement-related firm personnel who are responsible for tax issues. Maintains contact with firm personnel throughout the year; possesses a knowledge of the client and the client’s business, especially as related to tax matters. Collaborates on decisions on routine tax matters, with an A&A person or Tax Manager, Manager, ...

We are seeking a detail-oriented and process-driven Financial Planning Admin Assistant to support our Australian Financial Advisers and Paraplanning team. The role focuses on administrative execution, data management, client servicing, and compliance support within an ASIC-regulated financial planning environment. This is an ideal role for someone who enjoys structured work, documentation, ...

The Customer Service Mail Support Representative is responsible for providing excellent customer service to customers who have questions or concerns about their account. This includes responding to customer emails in a timely and accurate manner, resolving customer issues, and providing excellent customer service. 1st and 2nd Saturday will be off, along ...

 the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans. Key Responsibilities Tax Preparation & Compliance Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns. Coordinate the collection and review of tax documentation from clients. Ensure tax returns are completed accurately and in compliance with federal and state regulations. Stay current on changes in tax laws and regulations that ...

Key Responsibilities: Respond to client queries via phone, email, chat, or social media in a timely and professional manner. Provide accurate and relevant information about mutual fund products. Research and resolve issues related to transactions, accounts, statements, NAVs, dividends, tax implications, etc. Coordinate with internal and external stakeholders, such as fund houses, registrars, banks, ...

  Product features explanations person   BCOM education   Account Manager: this time the preference is for people with finance related domain knowledge. Please who have completed their CFP / CFA and with atleast 2 years of experience. Good communication skills and self-driven personality. Designation: Account Manager- Client ServiceJob Description:• This is a customer facing role. ...

We are looking for a Tax & Wealth Advisor to join a growing Wealth Management team. This role combines tax preparation, tax planning, client advisory, and wealth management collaboration to help individuals, families, business owners, and retirement plan participants make informed financial decisions. 🔑 Key Responsibilities Tax Preparation & Compliance Prepare/review individual, trust, ...

JOB SUMMARY: The individual will handle the day-to-day running of the account and provide operational support to the team.S/he under moderate supervision, works within specific limits and authority on assignments of moderate complexity. S/he will manages/coordinates Client projects from planning to completion. Effectively executes strategies, problem-solves, and develops solid business relationships. Provides Client service ...

Job Description Team Leader – Financial Advisory ROLE DESCIPTION:Lead and inspire a team of Credit Analyst and Relationship Managers to fulfil the corporate andbusiness clients of the company with the debt advisory services of the company. The role involves P&LOwnership, developing execution plans, enhancing client relationships, monitoring performance, andfostering team development to ...