Provides a variety of clerical and administrative duties to manage day-to-day activities. These include maintaining client accounts, compiling information and analyzing data, and helping coordinate work activities.

• Strong knowledge of reporting and regulatory
• compliance;
• Proficiency in Microsoft Office, especially Excel;
• Ability to handle sensitive financial information with confidentiality and integrity.
• Strong attention to detail and organizational skills.
• Excellent communication skills and the ability to work effectively in a team.
• Eagerness to learn and take on new challenges.