Nicole Leduc Email & Phone Number

Montreal, Canada Area

• As part of the executive committee, I am a proactive member of the board. My role involves numerous aspects relating to business plans and performance measures. Responsible for numerous departments from accounting.
• Maintain relationship with National Australia Bank, governmental and regulatory authorities;
• Manage the Operations Department & back office functions and fund accounting/operations;
• Participate in client onboarding, creation of new investment vehicle and due-diligence questionnaires.
• Responsible for the Human Resources function and payroll at the firm;
• Management of the firm’s collective insurance coverage and pension plan;

Montreal, Canada Area

Responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services. I manage the client/beneficiary/Co-Trustee relationships.Limit corporate risk exposure by ensuring that account administration is carried out in compliance with defined policies and procedures and audit standards.I create/authorize accurate and timely.

Provide taxation, product and administration expertise for registered accounts and Wealth Management Solutions (Individual Pension Plans, Retirement Compensation Arrangements, RBC Charitable Gift Program, RBC Family Trust, RBC Agent for Executor solutions);Contribute valuable perspectives, ideas, and options enabling advisors to capitalize on Wealth.

Produce in accordance with generally accepted accounting principles, the financial statements and the reports of designated accounts;Maintain a working knowledge of the rules and regulations of corporate tax applicable to holding companies and to keep abreast of all relevant changes in tax laws (e.g.: provincial and federal budgets);Manage and maintain.

Montreal, Canada Area

A Swiss based global investment firm; Full accounting, including audit records for two subsidiaries of Lombard Odier; LODH Securities Inc., a Canadian broker and Transatlantic Securities Company, a U.S. broker;Monitoring of cash flow;Follow stock exchange regulations in Canada and the U.S.;Oversee the accuracy of monthly statements to clients;Preparation.

Montreal

Production of financial statements;Perform and monitor stock exchange regulations;Monitoring daily cash flows;Preparation of reports to various levels of government as well as various regulatory agencies (NASD-AMF-QSC).Production Payroll (ADP);Monitoring RRSPs;Monitoring program CFI (International Financial Centre);Renewal of annual insurance.

Full accounting role;Approve monthly closing of accounts receivable and accounts payable;Monitor cash balances;Establish annual budgets;Production of payroll and government remittances;Preparation of annual records for verification.

Full accounting role;Production of payroll and government remittances;Establish annual budgets;Actively monitored the inventory.

Canadian Securities Course, Finance, General

Diploma, Accounting

Dec, Administration