Offer summary
Qualifications:
Good understanding of investment accounting concepts, Intermediate knowledge of fixed income and equity investments, One year or more experience in finance/accounting, Bachelor's degree in Accounting or similar field.
Key responsabilities:
- Manage client inquiries and requests efficiently
- Deliver timely and accurate financial information
- Collaborate with clients to build strong relationships
- Validate investment data accurately and reconcile transactions
- Handle various operational tasks for client accounts