-oriented Administrative Specialist - Tax & Financial Documentation with strong experience using CaseWare. The ideal candidate.... This role involves managing client files, preparing financial statements, coordinating tax filings, and supporting senior...
) with precision for multiple clients - Oversee new client documentation, ensuring smooth onboarding for financial, investment... documents - Support financial planning by gathering and organizing critical documentation for advisors - Recommend...
& Documentation: Manage new client onboarding and gather necessary data to support financial, investment, and tax planning. - Client.... - Financial Planning Support: Organize client financial planning documentation and assist advisors in creating financial...