The incumbent drives growth by acquiring and managing high-net-worth client portfolios, ensuring compliance, cultivating key relationships, and supporting strategic development through reporting, analysis, and evaluation.
The incumbent prepares and reconciles accounts, processes invoices and expenses, maintains financial records, supports reporting and audits, ensures compliance, and assists with treasury, reconciliation, and month/quarter-end close activities.
The Administrative Assistant provides clerical and administrative support, coordinates departmental activities, and serves as liaison with stakeholders, ensuring efficient operations while maintaining professionalism, independence, and discretion.
The Administrative Assistant provides clerical and administrative support, coordinates departmental activities, and serves as liaison with stakeholders, ensuring efficient operations while maintaining professionalism, independence, and discretion.