management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships • Initiate prospecting
advisory and investment implmemtation records (FIAS and FICA) Review and approval of client onboarding Assist
management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships • Initiate prospecting
advisory and investment implmemtation records (FIAS and FICA) Review and approval of client onboarding Assist
request/cancellation, forex banking issues, password issues, FICA requirements, bank confirmation certificates etc)
typing (above 60 words per minute) Experience with FICA requirements and Lexpro Bookkeeping System highly
typing (above 60 words per minute) Experience with FICA requirements and Lexpro Bookkeeping System highly
Trusts, DFM, and IFA's. Reviewing and maintaining FICA documentation for direct clients and service providers
Trusts, DFM, and IFA's. Reviewing and maintaining FICA documentation for direct clients and service providers
Information Management: Follow up on outstanding leases, FICA documents, and deposits. Update tenant reports monthly Information Management: Follow up on outstanding leases, FICA documents, and deposits. Update tenant reports monthly