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The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds. Your main responsibilities will include data entry, document preparation, scheduling client appointments, and maintaining client records. Additionally, you will provide support in conducting market research, preparing financial reports, and assisting with client communication.
If you have excellent organizational skills, attention to detail, and a passion for the finance industry, we would love to hear from you.
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We are currently seeking an IFRS 17 Reporting Specialist to join our client, a leading financial services company. As an IFRS 17 Reporting Specialist, you will play a critical role in the implementation and ongoing maintenance of the new accounting standard, IFRS 17, within the organization. You will be responsible for ensuring accurate and timely financial reporting in compliance with IFRS 17 requirements. The ideal candidate will possess strong technical knowledge of IFRS 17 and have experience in financial reporting within the insurance industry.
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