Financial Planning Assistant (AU Financial Services, WFH) - Remote

ConnectOS

29 weeks ago

ConnectOS

KYC

Customer Service

Organizational Skills

CRM Software

Join ConnectOS as an Investment Placement & Administration Specialist, ensuring efficient setup of client investment accounts and facilitating investment product purchases.

Financial Analyst - Remote

The Back Room Offshoring

32 weeks ago

The Back Room Offshoring

Financial Statements

Investment Accounts

Regulatory Compliance

Portfolio Reporting

Join Backroom Offshoring Inc. as a Financial Analyst and contribute to financial reporting and compliance.