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Provides administrative and customer service support to Financial Advisors by processing life, general, and fidelity applications; managing policy requests, loans, claims, refunds, and other transactions; preparing client proposals and branch reports; handling telephone inquiries; and ensuring documentation and procedures comply with company standards.

Processes contractual and non-contractual policy changes and client requests according to established procedures. Reviews documents for completeness, processes alterations, prepares contract endorsements, updates tracking and productivity logs, and ensures records are scanned and filed. Responds to inquiries from financial advisors, support teams, and clients, while participating in periodic projects, meetings, and team activities.

Prepares treasury and investment correspondence, bank transfers, intercompany balances, reinsurance payments, journal entries, CMS reports, bank statements, and online transactions. Handles investment purchase and sale letters, foreign exchange requests, audit confirmations, investment files, payment stops, returned items, filing, logs, and general administrative support.

The Tradesman is responsible for building maintenance, including repairs, painting, and ensuring safety in the property management unit. Duties involve documenting maintenance activities and liaising with external consultants.

The Sales Representative is responsible for promoting products, providing customer service, maintaining client relationships, and assisting clients in completing applications and medical arrangements.

Conduct deep fundamental equity research on international publicly traded companies, build institutional-grade financial models (DCF, comps, precedent transactions), generate buy/sell/hold recommendations, monitor portfolio risk and position sizing, present research to the Investment Committee, and prepare performance attribution and reporting. Collaborate across teams and support strategic research initiatives.