recorded accurately. Budgeting and Forecasting: Assist in the preparation of budgets and forecasts, and state, and federal regulations. Audit Preparation: Assist with internal and external audits, providing necessary
coaching to junior analysts. Offering specialized sales and distribution support, alongside top-tier client
coaching to junior analysts. Offering specialized sales and distribution support, alongside top-tier client
Reconcile bank statements and credit card transactions, assist in preparing presentations, reports, and other
Reconcile bank statements and credit card transactions, assist in preparing presentations, reports, and other
executing business development strategies and achieving sales targets. Strong understanding of unit trusts, collective
executing business development strategies and achieving sales targets. Strong understanding of unit trusts, collective
various financial topics. Portfolio Management : Assist in constructing portfolios and aligning investments
various financial topics. Portfolio Management : Assist in constructing portfolios and aligning investments
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