Collateral Management Back office OTC & ETD DerivativesMiddle Office OTC DerivativesProject Management

• Assisting with preparing both personal and company tax statements.• Researching tax legislation to assist senior partners in achieving the outcome for their clients.• Assisting with accounts journal entry and management of clients’ files. General office duties including responding to client communications by phone and email management.

• Building and maintaining relationships with clients, financial institutions and other business entities.• Preparation and/or amendment of documentation for Statement of Advice and Record of Advice.• Product research and collation of information for client meetings and reviews.• Assisting in the development of client strategy through the completion of worksheets, calculations, forecasting and scenario testing.• Processing of applications and submissions for new business.• Assist with Data entry and Management.