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Support a Wealth Management team by processing client transactions, maintaining account lists, assisting with documentation, and developing client relationships.

Provide support to an Investment Advisor by managing client relationships, processing transactions, coordinating meetings, and ensuring compliance with regulations.

The Internal Auditor will perform complex audit services, improve risk management processes, manage external auditor coordination, and provide practical recommendations to management.

Manage end-to-end billing processes, finalize client invoices, investigate discrepancies, maintain client profiles, and liaise between departments. Requires experience in bookkeeping or billing, strong communication skills, and the ability to adapt to new technologies.

The Wealth Planning Specialist creates and supports custom wealth plans for high net worth clients, focusing on proactive financial advice and planning updates.

Oversee marketing initiatives for wealth management advisors, guide client engagement strategies, create content plans, and manage communications.

The Associate Wealth Advisor will assist in developing financial plans, manage client relationships, and support business growth under a Senior Wealth Advisor's mentorship.

The Investment Advisor Assistant supports client relationships by managing transactions, scheduling, preparing reports, and ensuring compliance with regulations.

The Office Services Administrator supports daily office operations, including mail processing, reception duties, facilities tasks, and maintaining cleanliness across workspaces and kitchens.

The role involves designing and maintaining enterprise applications using .NET and Azure, migrating legacy applications, and integrating APIs in the financial sector.