collaborating on implementation strategy Work closely with Corporate Actuarial to ensure alignment with
signing off the associated financial models. Work closely with business team throughout the deal process
diverse clientele. It operates within a small, closely-knit environment that fosters a sense of family
disadvantages fully explained to clients and sales closed. Best Product(s) identified and proposed to client
disadvantages fully explained to clients and sales closed.
accurate and timeous accounting. Manage monthly closing of financial records. Preparation and review of
instructions to: open accounts, switch investments, close accounts, obtain investment statements and tax information
statements and tax returns for trusts, companies, and closed corporations, with a focus on trusts. The ideal
accuracy of credit risk assessments. Collaborate closely with operational teams to embed credit risk models
accuracy of credit risk assessments. Collaborate closely with operational teams to embed credit risk models