The role involves analyzing and processing complex transactions for various investment vehicles such as guaranteed interest accounts and segregated funds
Job Summary
The role involves analyzing and processing complex transactions for various investment vehicles such as guaranteed interest accounts and segregated funds.
Candidates must apply specific tax rules and administrative procedures to ensure compliance and minimize risks associated with client transactions.
This position requires advanced bilingualism in French and English to effectively communicate with clients, brokers, and internal stakeholders.
Matching Summary
The role involves analyzing and processing complex transactions for various investment vehicles such as guaranteed interest accounts and segregated funds.
Skills & Requirements
Must-have
Analysis of loan and investment transactions
Application of tax rules for financial products
Bilingual French and English proficiency required
Processing of individual and collective placements
Risk minimization through administrative procedures
Nice-to-have
Strong interpersonal communication skills
Ability to work in a collaborative team environment
Experience with management systems and software
Proactive research capabilities for client inquiries