Job Responsibilities Conduct annual policy reviews and analysis of existing in force policies with clients and their private bankers Identify upselling and cross selling opportunities Prepare clients’ annual review packs for servicing consultants Prepare, create, populate various excel worksheets on…
Job Responsibilities Provide executive support to CEO, including managing calendars, scheduling appointments and prioritizing meetings to optimize time and efficiency Organize and coordinate meetings, including preparation of agendas, minutes and follow up on action items Handle sensitive and confidential information…
Job Responsibilities Manage the end to end revenue accounting process, ensuring financial reporting is accurate and compliant with relevant accounting standards Prepare monthly revenue reconciliations, revenue analysis and ensure accurate and timely monthly and year end closing activities Work closely…