Description The Private Wealth Management Tax Administrative Assistant plays a role at every stage ... Prior experience supporting CPA/Tax environment and general knowledge of the process preferred ...
Tailor wealth management planning to meet client needs. * Utilize the knowledge of internal ... public record, prior employment verification, and criminal background checks. Results of the ...
At least one professional designation (CPA, CIA, CFE) or Master's degree in Finance, Economics or ... Attention to detail, strong multi-project management and business partnership skills are necessary
Clean and Maintain Public Area × Perform thorough cleaning of public restrooms, replenishing ... Disinfection and Waste Management × Disinfect and sterilize equipment and cleaning supplies. × ...