Senior Financial Administrator
1 month ago
As a key member of our team, you will be responsible for managing all financial aspects of our company, including budgeting and conducting annual reviews. You will also supervise and coordinate care teams for each client, engage in daily face-to-face interactions, and attend court sessions as needed. Additionally, you will gather and compile necessary information for tax filings and track the payment of fees and costs associated with services.
Key Responsibilities:
Manage financial aspects, including budgeting and conducting annual reviews
Supervise and coordinate care teams for each client
Engage in daily face-to-face interactions with clients
Attend court sessions as needed
Gather and compile necessary information for tax filings
Track and ensure the payment of fees and costs associated with services
Requirements:
Previous experience in personal banking/financial planning
Bachelor's degree preferred
Microsoft suite experience
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