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- ...dividends Endowment and Sinking Fund Tax Reviews: Oversee tax deduction calculations for share portfolios (PSPs) in endowment structures. Review and test capital gains tax calculations and end-of-year adjustments. Assist in testing system changes impacting client...
- ...FAIS and FICA Compile asset allocation reports, proposals, and financial needs analyses Assist with onboarding complex client structures (local and offshore) Collaborate with paraplanners and contribute to reporting innovation Requirements: ~3–5 years''...
- ...Increasing customer base by conducting “cold calls” to new/ potential customers; representing the store positively in the marketplace; structured calls to existing customers # Attaining monthly Sales Budgets # Follow up on orders and Quotations to prevent delays #...