Wealth Advisors develop financial planning solutions for high net worth clients, manage relationships, and support senior advisors while ensuring compliance with regulations.

The Associate performs bookkeeping, prepares financial statements, and tax returns while providing exceptional client service and managing client communications.

The Senior Wealth Advisor develops client relationships, manages investment assets, provides investment advice, and oversees a team of support personnel. They ensure client goals are met through effective communication and portfolio management while developing new business opportunities.

The Wealth Analyst role involves investment management and financial planning, with responsibilities including client portfolio analysis, research on financial markets, and supporting various teams in wealth management.

The Audit Manager supervises audit engagements, ensures quality service, manages team development, and leads business development efforts while providing client solutions and insights on financial processes.

Assist in IS Assurance engagements, focusing on reviewing controls, analyzing system security, and enhancing operational efficiency while participating in team engagement activities.

The Solution Architect manages client projects, ensuring efficient ERP design and implementation while providing exceptional customer service and support. Responsibilities include project management, solution design, and client communication throughout the project lifecycle.

The consultant supports project execution in various industries, engages in analysis and client relationship management, and aids business development activities.

The Audit Manager oversees audits, provides client solutions, manages team development, leads business development efforts, and ensures timely client deliverables.

The Wealth Advisor manages client relationships, provides financial planning solutions, conducts assessments, and analyzes financial circumstances while ensuring compliance with regulations.

The Onboarding and Integration Specialist coordinates new hire orientation and integration, ensuring a seamless experience. Responsibilities include training facilitation, monitoring new hire progress, and continuous process improvement.

The Senior Associate aids clients by auditing business transactions, preparing financial statements, supervising junior staff, and participating in business development activities. They ensure quality service, manage client relationships, and stay informed about industry trends.

The Solution Architect manages client ERP projects, providing consulting, designing solutions, ensuring implementation success, and maintaining client relationships.

The Senior Accountant manages general ledger functions, reconciles accounts, prepares financial reports, and oversees transactional tasks while ensuring compliance and confidentiality.

Responsible for managing the investment strategy, client portfolios, compliance, and collaborating with wealth advisory teams to meet client objectives.

The Portfolio Manager oversees client portfolios, develops investment strategies, ensures compliance, conducts research, and builds client relationships to achieve optimal investment performance.

The Audit Manager oversees audit processes, provides client insights, leads engagements, supervises teams, and enhances business development activities while ensuring quality service delivery.

The Financial Controller manages treasury and financial planning, oversees budget preparation, and enhances financial reporting to support business decisions.

The Payroll Specialist ensures accurate payroll processing, provides client support, and maintains payroll regulations and records.

The Audit Associate assists in auditing financial statements, testing transactions, and communicating with clients to enhance business performance and risk management.