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Fintech • Payments • Financial Services
The administrator will process estate settlements and tax returns for registered and non-registered accounts within established guidelines, while collaborating with various teams and ensuring compliance with regulations.
Top Skills:
DataphileMS Office
Fintech • Payments • Financial Services
The Bilingual Estates Administrator processes estate settlements and tax reporting for accounts, ensuring compliance with relevant regulations, and collaborates with operational teams and advisors.
Top Skills:
DataphileMS Office
Fintech • Payments • Financial Services
The Bilingual Transfers Administrator processes transfer requests, monitors communication, provides operational support, and collaborates with the Transfers team to achieve goals.
Top Skills:
CdsDataphileDtccFundservMS Office
Fintech • Payments • Financial Services
The Transfers Administrator is responsible for processing daily transfers, managing inquiries, and collaborating within the team to meet objectives.
Top Skills:
CdsDataphileDtccFundservMS Office
Fintech • Payments • Financial Services
The Vice President of Wealth Management oversees the Wealth team, ensuring strategic leadership, financial performance, compliance, and exceptional service delivery to clients. They are also responsible for business development, planning, and collaboration across departments to enhance member experience and achieve organizational goals.
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